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  1. Ramesh K. Pujara says

    I am over 68 years of age. I have 401(K) thru my employer. I am retiring in couple of months. Is there any advantage to converting my 401(K) funds to : traditional IRA; Simple IRA?
    Are there any rules to follow? What is the maximum amount I can convert immediately?

    I would greatly appreciate your guidance on the aforementioned items.

    Thank you.

    Ramesh K. Pujara, P.E.

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