Ok thank you! Sounds like I was just told the incorrect info. appreciate the help!

Do you mind explaining the difference of indirect IRA to IRA vs Trad to Roth? I was under the impression I’ve been doing Traditional IRA to Roth IRA but don’t understand the indirect concept

I moved money from a Trad to Roth IRA. So I believe this is a conversion. I believe customer service was incorrect to tell I can only do 1 a year.

Yes. I’m trying to do the back door Roth

I’m reading about One indirect IRA rollover a year

Someone on my brokerage customer service said I can only do 1 traditional to Roth conversion a year. Now I’m trying to look this up and understand if there are tax implications if I do multiple a year or if it’s even possible.