Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners

Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.

You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?

Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and ...

$2.1 trillion sits in left-behind 401(k) accounts. Could one be yours?

More than $2 trillion sits in forgotten or left-behind 401(k) accounts, with an average balance of $66,691, according to a ...
National Association of Plan Advisors

Case of the Week: Converting a 529 Plan to a Roth IRA

Responding to a call from a financial advisor in Washington, the ERISA consultants at the Retirement Learning Center (RLC) address a question on the new permitted Roth IRA rollovers from Section 529 ...