Showing the single result

  • New in-plan Roth rollover provision

    July 2013
    Newsletter: Tax & Business Alert

    Price: $225.00, Subscriber Price: $157.50

    Word count: 156

    Abstract: A provision in the American Taxpayer Relief Act of 2012 permits an individual to transfer any portion of their balance in an employer-sponsored tax-deferred retirement plan account into a Roth IRA account under that plan. This brief article notes some caveats, though.

    Read More