IRS Issues Roth 401(k) Guidance

June 2006
Journal of Financial Planning;Jun2006, Vol. 19 Issue 6, p40
Academic Journal
The article discusses Roth 401(k) investments. Roth 401(k)s are a blend between the rules of 401(k)s and Roth IRAs and can be extremely complicated for investors to decipher. Because of this the United States Treasury Department has issued guidelines to assist taxpayers who have questions regarding which set of rules apply to their financial circumstances. The article discusses these guidelines, including rules regarding separate accounting, contribution limits, distributions rules, and potential problems.


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