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December 23, 2019

Tax Tips: Should You Rollover Your Roth 401k into a Roth IRA?

HFG Trust team talking to client about rollover Roth 401k

If you have retirement funds held in the Roth 401k plan of a prior employer (or a similar employer sponsored, after-tax retirement account such as a Roth 403b or Roth 457 account), you might want to consider rolling those after-tax retirement accounts directly into a Roth IRA. While there are many similarities to the tax-free […]