On September 27, President Obama signed the Small Business Jobs Act of 2010, which includes a provision that allows a 401k plan to offer plan participants the ability to convert their traditional 401k ...

This continues my analysis of the benefits of a Roth 401k conversion, which I started with my prior post Roth 401k Conversion: Pros and Cons. Before reading this post, you'll want to read the prior ...

There has been a lot of talk lately about the mega backdoor Roth IRA. For a long time, it was an unspoken secret used by ...

Question: Do the changes from the recent tax legislation have any impact on taxes for those with incomes under $450,000 regarding their withdrawals from deferred compensation and 401k plans? D. D.