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January 2010 » IRA Choices: To Convert or Not...
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Robin Knowles, CFA, and Stanley Veliotis, PhD, CPA, LLM
In 2010, a restriction limiting the ability of many taxpayers to convert funds held in traditional Individual Retirement Accounts (IRA) to Roth IRAs has been lifted. Financial advisors and CPAs can expect many questions from individuals as to the advisability and feasibility of making such a conversion.
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