Maximizing In-Plan Roth Conversions for 401(k) Plans

An episode of the America's Wealth Management Show podcast, hosted by America's Wealth Management Show, titled "Maximizing In-Plan Roth Conversions for 401(k) Plans" was published on January 8, 2024 and runs 23 minutes.

January 8, 2024 ·23m · America's Wealth Management Show

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Episode Description

Have you heard of in-plan Roth conversions? If not, you're not alone. Believe it or not, they've been an option within 401(k) plans for nearly 15 years now. Marty James, CPA joins Dean Barber and Bud Kasper on America's Wealth Management Show to discuss how to go about doing an in-plan Roth conversion and key considerations for utilizing them.

How to Maximize In-Plan Roth Conversions in 401(k) Plans: https://bit.ly/3S8in7l

What Is a Backdoor Roth IRA?: https://bit.ly/3H6nJJZ

Become a Rothaholic: https://bit.ly/3TKifvW

Tax Reduction Strategies: https://bit.ly/47orOUv

Financial Planning Tool: https://bit.ly/3S7pgWo

Meet with Us: https://bit.ly/3TPGHff

Marty James Podcasts:

https://youtu.be/13JQ-w6eJ7w

https://youtu.be/w7KHmts85oI

Ed Slott Podcasts:

https://youtu.be/HHPMo9l0yeg

https://youtu.be/RdMk9dyQZWM

https://youtu.be/En3ZfP70PYA

https://youtu.be/ssZNa1cEpu0

4 Big Tax Mistakes Retirees Need to Avoid: https://youtu.be/eTJV5UF9j4Q

Roth vs. Traditional with Corey Hulstein, CPA and Bud Kasper: https://youtu.be/ASEEO30DZfI

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