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Sunlin Consulting

  • HOME
  • ABOUT
  • SERVICES
    • OVERVIEW
    • INVESTMENT ADVICE
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More Information on in-plan Roth Account Conversions

July 17, 2015

Tip of the Day

Usually there is confusion regarding what accounts can be converted in an in-plan Roth conversion because there are two laws that come into play here. This Blog post hopefully clears up some of the confusion.

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In 401(k) Plans, 403(b) Plans, After-tax Contributions, Roth, Roth Tax Planning, In-Plan Roth Conversions
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Roth Contributions - Features - Pros and Cons

May 31, 2015

Tip of the Day

Roth contributions to 401(k) and 403(b) plans have become more popular in recent years. The attached article discusses the Roth features and the pros and cons of a plan deciding to provide the Roth contribution feature.

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In 401(k) Plans, 403(b) Plans, Roth, Roth Tax Planning
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Taxation Rules on In-Plan Roth Conversions

March 10, 2015

Tip of the Day

This article provides information on the Federal 10% early distribution penalty tax, 10% recapture tax and income tax regarding after-tax and pre-tax contributions and account earnings on in-plan Roth conversion transfers.

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In 401(k) Plans, 403(b) Plans, 10% Penalty Tax, Roth Tax Planning, After-tax Contributions, In-Plan Roth Conversions
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