Simplified Rollover of After-Tax Dollars from 401(k) Plans
BackgroundHere's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, [...]
ATRA 2012: In-plan Roth conversions and tax-free IRA charitable contributions
Retirement Provisions in the American Taxpayer Relief Act of 2012The American Taxpayer Relief Act of 2012 (ATRA), enacted to avoid the fiscal cliff, includes two [...]
In-Service Withdrawals: 401k withdrawals while you are still working
You should become familiar with the terms of your employer's 401(k) plan to understand your particular withdrawal rights (more...)
The Roth 401(k)
The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer [...]