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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Roth Conversions in the 37% Bracket? Sometimes, It Makes Sense
ThinkAdvisor 
Oct. 2, 2025 "In general, clients who think their tax rate will fall in retirement should not make the conversion ... But many high-earning clients end up staying in the top tax bracket in retirement. For clients whose income remains stable, there's "a slight mathematical advantage to the Roth[.]" MORE >> |
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