Episode 3: Opportunities & Challenges Presented by Post-2009 Roth IRA Rollovers

Episode 3: Opportunities & Challenges Presented by Post-2009...

Kane & Company, Certified Public Accountants and Advisors

Share Podcast:
There is an interesting new rollover opportunity that's coming up in a few months. After 2009, you will be able to roll over amounts in qualified employer sponsored retirement plan accounts, such as 401(k)s and profit sharing plans, and regular IRAs, into Roth IRAs, regardless of your adjusted gross income (AGI)....
Read More
There is an interesting new rollover opportunity that's coming up in a few months. After 2009, you will be able to roll over amounts in qualified employer sponsored retirement plan accounts, such as 401(k)s and profit sharing plans, and regular IRAs, into Roth IRAs, regardless of your adjusted gross income (AGI)....
Read More