Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Program Name: Appleby’s Guide to the Fundamental Rules of Tax-Free Roth 401(k)s
Like Roth IRAs, contributions to designated Roth accounts (DRA) - including Roth 401(k)’s - are made with funds that have already been taxed and qualified distributions are tax-free. Roth 401(k)s are becoming increasingly attractive to small business owners and plan participants who are looking to capitalize on the potential tax-free nature of growth and Roth IRA contributions.
Interested parties can help to maximize the Roth benefits and avoid pitfalls by ensuring that the applicable rules are followed.
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