The real Roth conversion question of 401(k) vs. IRA
Posted by William Byrnes on July 7, 2014
For some clients, moving traditional retirement funds into a Roth account may seem like a no-brainer, but once the decision to convert is made, choosing whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
While the typical goal of a Roth conversion — reducing tax liability during retirement — can be achieved with either account, that is where the similarities end. In order to fully achieve the client’s goals, it is the dissimilarities between these two Roth varieties that can make all the difference.
Read Robert Bloink and WIlliam Byrnes’ analysis of the Roth conversion at LifeHealthPro
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