Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into a Roth IRA (in two steps–by first rolling the distribution over into a traditional IRA, and then converting the traditional IRA to a Roth IRA), the...
Although distributions from a Roth 401(k) or Roth 403(b) account have always been eligible for rollover into a Roth IRA (in two steps–by first rolling the distribution over into a traditional IRA, and then converting the traditional IRA to a Roth IRA), the...
As I speak to people about retirement, an issue that continues to come up is the topic of asset protection. With the baby boom generation beginning to shift the demographics of the population towards retirees, a huge concern of asset preservation comes to the...