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A Roth conversion occurs when you take funds from your Traditional IRA or other retirement account and transfer them to a Roth IRA.  The sooner you convert, the longer your Roth IRA can grow tax-free.  It may be beneficial to convert a portion of a retirement account over several years.  We would be happy to work with you and your accountant to determine if a Roth conversion makes sense for you.  For more information, please refer to the articles below. 

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