2011 and 2012 may be good years to consider conversions for tax, retirement and estate planning benefits
As the U.S. economy continues its sluggish recovery, and despite the turbulence and uncertainty of the global economy, there's a tremendous planning opportunity for many of our clients in 2011 and 2012. Since last year, the income limitations that had previously prohibited many investors from converting their traditional individual retirement accounts to Roth IRAs were removed. Now, virtually anyone, no matter what his income, can convert a traditional IRA into a Roth IRA and potentially ...
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