Tag: Roth 401(k)

Retirement Taxes Can Derail DC Plan Participants’ Progress

“There are strategies of rolling some amount of traditional 401(k) dollars over into a Roth IRA that are potentially advantageous, especially if you have a couple of years where your income is lower,” observes Angie O’Leary, head of wealth planning at RBC Wealth Management. “Having tax diversification available down the line is really helpful in building that paycheck in retirement.”