Rollover of After-Tax 401(k) Dollars to a Roth IRA Last week the IRS finally produced a ruling on whether or not you’re able to rollover after-tax dollars in a 401(k) to a Roth IRA tax-free, which is different from actually having a separate Roth 401(k) account available. The IRS has ruled that after-tax and pre-tax…
Retirement Planning – Part 1: Saving & Investing
This is the first post of a new series I’ll be writing on retirement planning, covering everything from saving for retirement to some of the best retirement strategies I’m using today with clients. There’s a saying in financial planning that the answer to every question is always “it depends” because everyone’s situation is different. And…