In Roth IRA Conversion Rules Highlighted Russ commented that his employer is starting a Roth 401k plan in 2008. The Roth 401k plans are relatively new and many people haven’t heard of them yet. Employers are slowly starting to offer them to employees. Let’s explore how the Roth 401k works, the benefits over the Roth [...]

Posted November 29, 2007 in Intermediate, Retirement, Taxes by Madison | 7 Comments

In response to Strategy to Contribute More Than Roth IRA Limit Allows I received feedback from a reader, Tony. He thought it would be beneficial if I mentioned some of the rules for Roth IRA conversions.

Posted November 15, 2007 in Intermediate, Retirement by Madison | 2 Comments