The new law eliminates Roth recharacterizations, offers a break to some employees who take loans against their employer-sponsored plans, and may make qualified charitable distributions even more popular.
A mistake on this form can cost investors money and lead to needless audits.
Here are nine less conventional ways to enjoy the benefits of Roth accounts.
Though uncommon, there are several good reasons to do an IRA-to-plan rollover.
Today's rules have created a lottery system, and those under consideration in Washington would only make things more complicated.