Investing Specialists

Morningstar Runs the Numbers

Morningstar.com

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

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Director of personal finance Christine Benz explores two ways savers can upgrade their 401(k)s without leaving their job. For one, if their plans offer what's called an "in-service distribution," they can move a portion of their money from the company retirement plan to an IRA even as they remain with the same employer. The other option is an "in-plan conversion," which some company retirement plans offer. It gives employees the chance to convert traditional 401(k) assets to Roth 401(k) assets within the confines of the same plan. 

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