Brian M. Pinheiro

Fiscal Cliff Legislation Provides New In-Plan Roth Conversion Opportunity

The newly enacted American Taxpayer Relief Act (H.R. 8) includes a significant new opportunity to perform “in-plan” conversions of pretax dollars to Roth (after-tax) dollars of funds held in defined contribution retirement...more

1/8/2013 - 401k American Taxpayer Relief Act Employee Benefits Fiscal Cliff IRA IRS Retirement Retirement Plan Roth Conversions