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Roth IRA conversions surged last year, particularly in the fourth quarter as investors looked to take advantage of regulatory changes.
Bank of America reported that it executed more than 56,000 conversions for its clients last year, nearly 45,000 more than the total number of conversions in 2009.
Matt Ackermann is a former online editor-in-chief of SourceMedias Investment Advisor Group.
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The company's Life Event Services team guides colleagues through resources and benefits that make major milestones easier to manage, and has worked on more than 700,000 cases over 12 years.
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