Bank of America reported that it executed more than 56,000 Roth IRA conversions for its clients last year, nearly 45,000 more than the total number in 2009.

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Bank holding companies' annuity income fell steadily throughout the first three quarters of 2010 to $1.84 billion, down 7.6% from $2 billion for the same period a year earlier, Michael White Associates reported.

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Only 6% of Americans plan to evaluate their life insurance in the coming year, 4% long-term care and 4% disability insurance, according to a poll conducted by Harris Interactive for Northwestern Mutual.