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4 Benefits of Converting to a Roth IRA

Roth accounts

4 Benefits of Converting to a Roth IRA

Prime earning years and the early years of retirement are ideal times to consider the option of converting a traditional Read More >>

IRA Accounts: More Rules, Less Flexibility

Traditional and Roth IRAs both have two ways of transferring money between IRA accounts: directly and indirectly. New interpretations of Read More >>

Three year-end action items

See if any of the following action items apply to your retirement plan and take action prior to December 31, Read More >>

Still thinking about taxes on 401(k) distributions

I recently wrote about in-plan conversions to Roth accounts and want to encourage you to keep thinking about making that Read More >>

In-plan conversions to Roth accounts, part 2 of 2

Most in-plan conversions will be taxable in the year they are rolled over, so employees may want to convert half Read More >>

In-plan conversions to Roth accounts, part 1 of 2

Employees or surviving spouses may want to consider the benefits of an in-plan conversion from a 401(k), 403(b) or governmental Read More >>