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Free White Paper: Roth IRAs: Should Your Clients Convert to One in 2010?

Roth IRA White PaperThanks to the Tax Increase Prevention Act of 2005, there is a now a great opportunity to convert a traditional IRA account to a Roth IRA account. Given this opportunity, the question is: should one convert to a Roth IRA or not? This report, in clear non-technical language, explains:

  • The advantages and disadvantages of a Roth IRA
  • Important considerations regarding 2010 conversions to a Roth IRA
  • Key points to remember when making the decision to convert

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