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Re: Large Green post# 418751

Monday, 03/30/2015 8:17:07 PM

Monday, March 30, 2015 8:17:07 PM

Post# of 727289
I am a bit surprised by this as I would think this would be an IRS rule and not a Broker/Dealer rule.

I have done two conversions (IRA to Roth) at two different Broker/Dealers.

Both times I converted securities....

I have NOT tried my escrows because they are in a non-Retirement account and cannot be converted.

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