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

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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This episode is 23 minutes long.

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This episode was published on January 8, 2024.

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