Category Archives: 403 (b) plan

The 401(k) Plan Roth Option – Right for You?

Posted on September 20, 2017 by akroncpa

Does your employer’s 401(k) plan allow Roth deferrals? If so, you may be wondering if that’s a good choice for you. In fact, you may have been wondering about this for a few years now! Even though the Roth 401(k) … Continue reading →

FIRST OF THE BABY BOOMERS START REACHING THEIR SEVENTIES, REQUIRED MINIMUM DISTRIBUTIONS FROM RETIREMENT ACCOUNTS WILL RISE

Posted on July 19, 2016 by akroncpa

It is estimated that each year about 4 million Americans born during the 1946-1965 “baby boom” period in the United States will turn age 70 ½ for the next twenty years. For people who hold assets either in traditional IRA … Continue reading →

Posted in 401 (k) plan, 403 (b) plan, Accounting, Akron Accounting Firm, Akron Certified Public Accountants, Internal Revenue Service, Uncategorized | Tagged 401 (b) plan, 401 (k) plan, 70 1/2, Akron, Akron Accountants, Akron Accounting Firm, Akron Certified Public Accountants, Akron CPA, Akron CPA Firm, Akron CPAs, Akron Ohio Certified Public Accountants, Akron Ohio CPA, Akron Ohio CPAs, Annual Minimum Distributions, Baby Boomers, Certified Public Accountant, Certified Public Accountants, CPA, Distribution Year, Fair Market Value, Financial Institutions, Financial Planning, Income Bunching, Internal Revenue Service, IRS, Levin Swedler Kennedy, Nest Egg, Non-IRA Account, Ohio, Ohio CPA, Ohio CPA Firm, Qualified Defined Contribution Retirement Accounts, Qualifying Annuity Products, Required Minimum Distributions, Retire, Retirement Accounts, RMD, Rollover, Sole Beneficiary, Tax-Favored Retirement Accounts, Traditional IRA Accounts | Leave a comment

Category Archives: 403 (b) plan

The 401(k) Plan Roth Option – Right for You?

FIRST OF THE BABY BOOMERS START REACHING THEIR SEVENTIES, REQUIRED MINIMUM DISTRIBUTIONS FROM RETIREMENT ACCOUNTS WILL RISE

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