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Roth Conversions: Should You Do It?

Roth Conversions: Should You Do It?

What is a Roth conversion? A conversion is a taxable, reportable movement of assets from either a Traditional IRA (including Traditional IRAs that hold SEP contributions) or a SIMPLE IRA (after a two-year period) to a Roth IRA. When converting assets to a Roth IRA,...

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