Should Clients Consider the New In-Plan Roth Conversions?

Oct 25, 2010 / By Elaine Floyd, CFP ®
Print AAA
Add to My Archive
My Folder

My Notes
Save
A new law allows employers to offer "in-plan" Roth conversions to keep assets from leaving the company's retirement plan. The move might be tempting for simplicity's sake, but in-plan conversions are more easily taxed, subject to RMDs, and cannot be recharacterized. Talk to clients now about the pros and cons.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.