Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Answers to Readers' Questions About New Rules, Starting Jan. 1, Involving Roth Savings Plans
The Wall Street Journal; subscription may be required [Guidance Overview] Sept. 20, 2009
Excerpt: [Sample question:] I opened a traditional IRA several years ago in anticipation of the 2010 rule changes. None of my IRA contributions were tax-deductible, because my income is too high. And the market meltdown has left the value of my IRA below the amount invested. I assume that for me -- and many others -- a conversion would involve no tax bite whatsoever. True?
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