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Alicia Waltenberger

Alicia Waltenberger is an estate and tax planning attorney and wealth planning specialist at TIAA-CREF. awaltenberger@tiaa-cref.org.

Articles by this Author

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  1. Portfolio Strategies »

    New Rules for Converting to a Roth IRA

    The income restrictions have been lifted, but does converting to a Roth IRA make sense for you? Plus, find out why a recharacterization can give you even more flexibility for managing your tax exposure.

    January 2010 | Journal

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