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Monday, April 15, 2013

How to Help Clients Navigate Tax Day

... strategy can be implemented, including a partial conversion, generational arbitrage, and converting a non-deductible IRA to a Roth IRA. SEI suggests that advisors should seek to tactically pair the Roth conversion with other tax strategies, such as ...

http://www.financial-planning.com/blogs/How-to-Help-Clients-Navigate-Tax-Day-2684295-1.html

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