Changing the rules – In-plan Roth rollovers now expanded
$225.00
Description
Abstract: The American Taxpayer Relief Act (ATRA) expanded the opportunity for participants to convert existing tax-deferred money in 401(k), 403(b) and 457(b) plans to Roth accounts in the same plan. This applies to transfers made after Dec. 31, 2012. This article summarizes the new rollover rules.
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