Roth 401(k) Accounts: When to Hold Them, How to Roll Them

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.

Review Clients' Options Before Committing to New Roth 401(k)s

Whether or not your clients should divert savings away from their regular 401(k) accounts depends on variables including age, tax status, and what other retirement options they have at their disposal.

Advising Clients on Their 401(k) Assets: Should You Get Paid Extra?

Managing your clients' total financial picture often involves analyzing assets held outside your firm. Advisors weigh in on the various options for providing personal guidance on 401(k) assets—and whether additional compensation is warranted.