My rationale for doing a Roth Conversion now is to reduce my tax deferred investments balances before RMDs are required. The process to accomplish this was quite simple – I explain the steps. I ...
The number of defined contribution plans (including 401(k), 403(b) or 457(b) plans) with a Roth feature has grown significantly in recent years. Roth 401(k) is gaining popularity due in part to tax ...