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Kiplinger
Kiplinger
Business
Robert Martin

Are You Getting Vague Advice About Roth Conversions?

IRA Medicare Kiplinger
(Image credit: Getty Images)

As a financial adviser, I often meet investors who are confused about Roth conversions.

They get bounced between a certified public accountant (CPA) and a financial planner, each deferring to the other on whether converting a traditional IRA to a Roth makes sense.

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