Rick Unser - Profile and Journalist Details
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Rick Unser
Verified
Host, 401(k) Fridays Podcast
Hermosa Beach
Beats
iniciativa privada, Política, congresoeconomía, Empresas , Bancos , Tecnología , Negocios, agroindustria, finanzas, anticorrupción justicia, laboral energía
Anything without a Delaware connection.
Content
By Rick Unser| Forbes Verified A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both traditional 401(k) and IRA limits. When done correctly, the conversion of assets from traditional after-tax contributions in a 401(k) plan to a Roth account doesn’t trigger a taxable event. However, there are complexities and important testing challenges associated with a mega backdoor Roth conversion.
By Rick Unser| Apple Podcasts@ 246 episodes The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends. Listen today, improve your retirement plan tomorrow! The 401(k) Fridays Podcast features a weekly conversation with an expert guest to help employers and their service partners keep up with workplace retirement plan topics and trends.
By Rick Unser| Forbes Verified A mega backdoor Roth conversion is a retirement plan strategy that can allow individuals to allocate money to the Roth tax strategy above and beyond both traditional 401(k) and IRA limits. When done correctly, the conversion of assets from traditional after-tax contributions in a 401(k) plan to a Roth account doesn’t trigger a taxable event. However, there are complexities and important testing challenges associated with a mega backdoor Roth conversion.
Company Info
401(k) Fridays Podcast