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Wealth Management CFP® Advisors – The H Group, Inc.
Independent Wealth Management Solutions
Wealth Management CFP® Advisors - The H Group, Inc.Wealth Management CFP® Advisors - The H Group, Inc.

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Daily Archives: October 19, 2022

roth conversion

401(k) In-Plan Roth Conversion

Financial Planning, Helpful Hints, News, Retirement PlanningBy BroadridgeOctober 19, 2022

401(k) In-Plan Roth Conversion A 401(k) in-plan Roth conversion (also called an “in-plan Roth rollover”) allows you to transfer the non-Roth portion of your 401(k) account into a designated Roth account within the same plan. The amount you convert is subject to federal income tax in the year of the conversion (except for any nontaxable…

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