Partial Roth Conversions Now Available on FIAs
We heard your feedback and North American is pleased to announce we can now process partial Roth conversions on fixed index annuity (FIA) contracts issued by North American on or after February 1, 2024. Contracts issued prior to February 1, 2024 will not be eligible for partial Roth conversions.1
Get the request form and FAQ
Download the conversion request form and review the FAQ document below to understand how partial Roth conversions will be handled at North American.
1. Neither North American, nor any financial professionals acting on its behalf, should be viewed as providing legal, tax or investment advice. Your client should be advised to rely on their own qualified tax professional.