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<Maybe you can start by telling us what you've learned regarding converting a SEP-IRA directly to a Roth.>

Our tax expert opines that, lacking a specific IRS ruling, it's better, i.e., safer, to perform the IRA two-step: convert the SEP-IRA first to an IRA, then to a Roth IRA. Her view derives from the SEP-IRA too-closely resembling a 401k or other, regular pension plan. Just one woman's opinion (our tax expert's).
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