The Roth 401(k): A Boon for HNW Clients

RELATED CONTENT

How to Avoid Taxes on Roth IRA Withdrawals

You can take money out of a Roth IRA at any time, but if you fail to pass the qualification tests, you could run afoul of the ordering rules. Here's an overview of how to liquidate Roth IRAs correctly to minimize taxes and penalties.

IRA Rollovers: Pros Generally Outweigh Cons

Build your credibility by giving clients an unbiased overview of their rollover options, reviewing both the advantages and disadvantages of moving retirement assets.

One-Person Pension Plans for Small-Biz Owners

Here's a way for independent professionals to create a retirement plan that can build assets fast and deliver big tax savings, too. These plans must be established by year-end, so now is a good time to approach clients and prospects.

Managing Multiple Retirement Accounts

Clients can have too many or too few retirement accounts for their needs. Help them manage the burden by determining what each account will be used for and how it works best in the portfolio.