rollover

Growing Interest in Voluntary After-Tax Contributions to 401(k) Plans
Voluntary after-tax contributions (not to be confused with Roth contributions) are just what they sound like. These contributions are made in after-tax dollars and the taxes on the earnings are deferred until the year of distribution. Most 401(k) plans do not allow voluntary after-tax contributions because there has been little interest from participants in years  Read More →
Ten Reasons to Roll Over Into Your Plan vs an IRA
Chances are, you have employees with assets in a prior employer’s retirement plan. When new employees are hired, often times wading through health insurance paperwork and tax forms take priority over doing something about their old 401(k). It can become a forgotten piece, until something sparks the desire to take action – perhaps receiving a  Read More →

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