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KAT,

<<Within available time constraints I'm happy to help where I can, although it doesn't appear there is much of a need. >>

Help away.

Maybe you can start by telling us what you've learned regarding converting a SEP-IRA directly to a Roth. Some pros say it's possible as nothing prohibits it, my legal department has said no because the SEP is treated like a qualified plan. Me? I've been waiting impatiently for IRS guidance. Have your sources touched on this issue?

Regards.....Pixy
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