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Roth IRA rollover presents challenges and opportunities
INVESTMENTS
Julie M. Ridenour
Published: November 16, 2009
The approach of the year’s end brings more challenges than where to get a deer-hunting license or the search for the perfect gift. For many taxpayers, the end of the year presents opportunities to roll over amounts in qualified employer-sponsored retirement plan accounts (including 401(k)’s and profit-sharing plans) and regular IRA’s into Roth IRAs.

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