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PERSONAL FINANCIAL PLANNING
Time to consider a Roth conversion

Time to consider a Roth conversion

A qualified rollover contribution to a Roth IRA or an in-plan rollover to a designated Roth account, known as a Roth conversion, can be attractive for CPA advisers’ clients because it provides a higher net present value of cash flow from their retirement savings, benefiting themselves or their beneficiaries.

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Ben Richmond, U.S. Country Manager, Xero

Ask the expert: Technology

Ben Richmond is a chartered accountant and U.S. Country Manager at Xero, where he is responsible for driving Xero’s growth in the region.

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