Can I Roll Roth IRA funds into a Solo 401k Plan?

May 6th, 2011

The only restriction is the Roth IRA funds (after-tax) are not permitted to be directly rolled into a Solo 401k Plan.

Read More →




Rules for Making Roth IRA Rollover in a 401(k) Qualified Plan

January 26th, 2011

On November 26, 2010, the IRS issued Notice 2010-84 containing guidance for 401(k) and 403(b) plans about in-plan Roth rollovers

Read More →




New Rules for Making Charitable Contributions With Retirement Funds

January 26th, 2011

The qualified charitable distribution provisions were renewed for 2010 and 2011, allowing individuals age 70½ or over to exclude from gross income up to $100,000 that is paid directly from their IRA or 401K

Read More →