Tag: Roth

Participants Must Manage Tax Diversification

A J.P. Morgan analysis points out one relatively unknown strategy that may help investors respond to big changes in the tax treatment of their savings: Proactive traditional-to-Roth conversions during lower income retirement years.

Barry’s Pickings Online: Roth-only?

Michael Barry, president of the Plan Advisory Services Group, shares his thoughts about lawmakers’ consideration of making the current pre-tax retirement savings system an after-tax system.

Taxation of Retirement Accounts Is On the Table

One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely as a part of tax reform.