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  • Roth IRA conversion not a good fit for all, tax expert says

    Law professor Richard L. Kaplan says financial advisers are largely overselling the potential benefits of new rules that take effect Jan. 1, eliminating an earnings threshold that has kept many people from shifting into a Roth.

    Law professor Richard L. Kaplan says financial advisers are largely overselling the potential benefits of new rules that take effect Jan. 1, eliminating an earnings threshold that has kept many people from shifting into a Roth.

    Photo by L. Brian Stauffer

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