New Rules for Roths

Slott, Ed
April 2013
Financial Planning;Apr2013, Vol. 43 Issue 4, p69
The article focuses on the new rules for in-plan Roth 401 (k) conversions which was modified by the American Taxpayer Relief Act also known as the new tax deal. It states that in 2010 in-plan Roth conversions were introduced into law as part of the Small Business Jobs Act. It says that these new rules can help those clients who want to use a loan to get their Roth funds. It adds that these will also create complications such as its inability to recharacterize or undo the in-plan conversion.


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