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PlanPILOT – Retirement Plan Consultants
  • About
    • Meet the Team
    • Mission & Values
    • Our Difference
    • Client Satisfaction Survey Results
    • Conflicts of Interest Policy
  • Services
    • Retirement Plan Consulting
    • Foundations & Endowments
  • Resources
    • Blog
    • Case Studies
    • Webinars
    • Whitepapers
    • Videos
  • Revver
  • Get Started Now
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    • Submit Your RFP
  • Careers
    • About
      • Meet the Team
      • Mission & Values
      • Our Difference
      • Client Satisfaction Survey Results
      • Conflicts of Interest Policy
    • Services
      • Retirement Plan Consulting
      • Foundations & Endowments
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Month: July 2017

Home Archives for July 2017

The Ins And Outs Of Designated Roth Accounts In Retirement Plans

The Ins And Outs Of Designated Roth Accounts In Retirement Plans

Posted on July 12, 2017 by Mark OlsenLeave a comment

Thanks to the popularity of the Roth IRA, many people are familiar with how Roth accounts work. As opposed to most retirement accounts where contributions are made pre-tax and withdrawals are taxed, Roth accounts are funded with after-tax money and qualified withdrawals are not taxed.

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Posted in EducationTagged IRS, Rollovers, Roth

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Recent Posts

  • Your 401(k) Investment Lineup: The Structure Outweighs Choices
  • The Hidden Risks of Plan Loans: What Sponsors Should Know
  • How Plan Sponsors Can Support Gen Z’s Entry Into the Workforce
  • How to Strengthen Fiduciary Oversight in Your Retirement Plan
  • What Plan Committees Get Wrong—and How to Fix the Issues

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