When Can Participants Make Tax-Free Withdrawals of Roth Assets?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: Roth conversions
Can a Mega Backdoor Roth Conversion Happen In-Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are There Annual or Lifetime Limitations on Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Allowing Roth Conversions for All Vested Amounts
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does the 10% Premature Distribution Penalty Apply to Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Why Now May Be the Right Time for Roth Conversions
With account values down, income tax on amounts converted will be lower, if participants have the money to pay them.
Understanding Roth Conversions
What is an in-plan Roth conversion, and what should plan sponsors consider before implementing the feature?