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Interesting on the conversion. I had a conversion refused because it was a SEP. Charles Schwab was the company. Maybe they just made a mistake.

I was also told that you can not go directly from a SEP to a Roth. As you can get there with the middle step of a traditional IRA it really does not matter what is the truth vs. what the company says. You can get there so the choice is yours.


PS. I need to verify if I can I can convert my IRA to a Roth if my wife exceeds the limits. Is there a way to file such that I can get the conversion done. Hopefully the IRS publications will be clear on the point.
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