CONSIDER A ROTH 401(K) PLAN — AND MAKE SURE EMPLOYEES USE IT Roth 401(k) accounts have been around for 13 years now. Studies show that more employers are offering them each year. A recent study by the Plan Sponsor Council of America (PSCA) found that Roth 401(k)s are...
Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning
Roth IRA Rollover
If your 2012 Roth IRA was a conversion, you have until October 15 to reverse it
If you converted a traditional IRA into a Roth account last year and are now unhappy with the results, you can reverse the conversion as long as you get it done by October 15. Here’s what you need to know as this deadline rapidly approaches. Reversal Basics When you...
Roth IRA Rollovers under Fiscal Cliff Law
Roth IRA Rollovers For the past few years, plans with designated Roth accounts could allow an individual to roll over an amount from a non-Roth account into the individual’s designated Roth account in the same plan, but only amounts the individual could have had...
