As of June 23, the 403(b) voluntary plan – an employee voluntary retirement savings option – now offers active faculty and staff a Roth in-plan conversion feature. This newly expanded retirement ...
Worried about losing some of the $3 trillion in assets they oversee, defined-contribution-plan administrators have forged a coalition with plan sponsors and retirees to lobby Congress to allow Roth ...
Turning traditional 401(k) savings into Roth money promises tax-free income later, but the tradeoff is a real tax bill today. The strategy can be powerful, yet the math is unforgiving if I misjudge my ...
The Internal Revenue Service anticipates issuing guidance this year on expanded Roth options for defined-contribution plans contained in the American Tax Relief Law, which was signed by President ...
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