Jeff Belfiglio

Roth Conversion Opportunities Expand, But Practical Questions Remain

The recent “fiscal cliff” tax law, the American Taxpayer Relief Act (ATRA), includes a provision effective Jan. 1, 2013 that greatly expands the ability of plan participants to convert pre-tax plan accounts to after-tax Roth...more

1/21/2013 - 401k American Taxpayer Relief Act Fiscal Cliff Income Taxes IRA Pensions Roth Conversions