Roths Worth Another Look

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This new law is massive and contains a number of provisions that may significantly affect your clients' retirement strategies. Here is a review of the major sections and revisions.

How the New Roth 401(k) Accounts Work

Roth 401(k)s follow a set of contribution and distribution rules that differ considerably from traditional IRAs, Roth IRAs, and 401(k) plans. One misstep and clients could be spending their savings on taxes instead of vacation cruises.

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Roth 401(k)s have a different set of rules for contributions and distributions that may affect which clients should take advantage of this new retirement option. Here are some planning points on rollovers, job changes, and distributions.