Plan Performance Direct

THE Wealthier + Wiser Blog

Helping you better understand your money so you can reach your goals

IRS guides for in-house conversions of Roth 401k

New Roth IRA conversion rules create an interesting planning opportunity for certain investors who may want to consider taking advantage of this unique planning event. This article goes over the high points and these new changes as well as considerations you should have prior to making this selection for your own retirement plan.

Read more here. Article-IRS-Guides-for-Roth-401k-Rollovers_Carlin-May-2014