Critical Roth IRA Conversion Rules Every Advisor Must Know

Mar 31, 2014 / By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
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Failure to follow the rules on Roth conversions could result in increased taxes and penalties that negate the benefits of converting to a Roth in the first place. Here is what you need to know on paying taxes, spreading income, RMDs, excess contributions, and timing.

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