Browsing Tag
Roth 401(k)
44 posts
Why the Future is Roth
Demographics, increasing prevalence in defined contribution plans, and potential tax changes fuel a bullish outlook for Roth accounts…
December 17, 2020
Episode 14—SRP’s Jeanne Fisher on ‘Mega, Mega Bucks’ for Tax-Free Growth With Roth 401k Planning Strategies
Top advisor and social media personality Jeanne Fisher, managing director with Strategic Retirement Partners in Nashville, joins us…
November 30, 2020
The Rising Tide of the Roth 401k
Many employer-sponsored retirement plan participants are conflicted in deciding which type of account is best for their 401k…
September 2, 2020
Benefits Survey Reveals Who Favors What Type of Retirement Plan
A recently released employee benefits survey found traditional 401k plans remain the most popular employer-sponsored retirement plan, offered…
June 23, 2020
Suze Orman Pleads for Switch to Roth Over Traditional 401(k)
Suze Orman reemerged this week with renewed criticism of traditional 401(k) plans, and pleaded for people to instead…
June 19, 2020
The Case for Roth Conversions in Market Downturns
In general, investors should refrain from taking panicky actions when markets plummet. A better option is to stay…
May 15, 2020
Is Adoption of Innovative 401k Plan Features Over?
Innovation in the 401k space since the passage of the Pension Protection Act in 2006 has led to…
February 3, 2020
2020 Plan Sponsor Focus: Fees, Participant Communication
For the fourth year in a row, plan sponsors ranked “reviewing plan fees” as the most important step…
January 10, 2020
Average 401k Savings Rate Hits New High
American workers are saving a higher percentage of their compensation than ever in their 401ks (or “409ks” as…
January 9, 2020
IRS Bumps 2020 401k Contribution Limit to $19,500
The Internal Revenue Service today announced that employees in 401k plans will be able to contribute up to…
November 6, 2019