ROLLING OVER YOUR IN-PLAN CONVERSION? WATCH OUT FOR THE RECAPTURE RULE

by fwsadmin | Jul 1, 2024 | IRA Blog

By Sarah Brenner, JD Director of Retirement Education   More and more Americans have retirement savings in Roth 401(k)s. With their rising popularity come some complicated tax issues. These funds are often rolled over to Roth IRAs at retirement or when a...
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