Private stock conversion to Roth

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Joined: Sun Oct 21, 2018 6:55 pm

Private stock conversion to Roth

Post by Cowbell » Sun Oct 21, 2018 7:00 pm

I own a stock in my SEP account that is a private company. I own it as a result of first owning a public company that exchanged its shares for the now owned private company. I want to convert my SEP to a Roth. What do I use as my conversion value? It is not publicly traded.

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Re: Private stock conversion to Roth

Post by mhalley » Mon Oct 22, 2018 2:04 pm

I own some private stock, and the company places a value per share each year. Call the co and ask for the current share price.

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