Home>Blue Book' Gives Green Light to High-Income Roth Accounts
Blue Book' Gives Green Light to High-Income Roth Accounts
Financial Planning News
Sun, 10 Mar 2013
Among the provisions of the new tax law is the introduction of in-plan Roth conversions for participants of employer-sponsored retirement plans. This provision may be especially valuable to high-income clients, according to Thomson Reuters.
Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.