Posts Tagged 401(k)

IRS Issues Guidance on Employer 401(k) plan Rollovers to Roth IRA Accounts

The Internal Revenue Service has issued guidance for employers whose 401(k) plans offer Roth IRA accounts for the rules governing rollovers by participants younger than retirement age. The key part of the IRS guidelines explains that any rollover made before a participant reaches age 59½ must be…

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