Tag Archives: IRA

PPA 2006 Now Allows Direct Rollover from Non-Roth Qualified Plans to Roth

Posted by Allgen Financial in Retirement Investing | No comments

Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into...

PPA 2006 Now Allows Direct Rollover from Non-Roth Qualified Plans to Roth

Posted by Allgen Financial in Estate Planning | No comments

Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into...

Long-Term Care as a Tool to Protect Your Retirement Assets

Posted by Proldan in Retirement Investing | No comments

As I speak to people about retirement, an issue that continues to come up is the topic...