Have you heard of in-plan Roth conversions? If not, you're not alone. Believe it or not, they've been an option within 401(k) plans for nearly 15 years now. Marty James, CPA joins Dean Barber and Bud Kasper on America's Wealth Management Show to discuss how to go about doing an in-plan Roth conversion and key considerations for utilizing them.
How to Maximize In-Plan Roth Conversions in 401(k) Plans: https://bit.ly/3S8in7l
What Is a Backdoor Roth IRA?: https://bit.ly/3H6nJJZ
Become a Rothaholic: https://bit.ly/3TKifvW
Tax Reduction Strategies: https://bit.ly/47orOUv
Financial Planning Tool: https://bit.ly/3S7pgWo
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Marty James Podcasts:
Ed Slott Podcasts:
4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q
Roth vs. Traditional with Corey Hulstein, CPA and Bud Kasper: https://youtu.be/ASEEO30DZfI