Retirement Starts Today Radio
Lifetime Income Illustrations Are Coming to Your 401K, Ep #154
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:19:13
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Sinopsis
Welcome back to another exciting episode of Retirement Starts Today. I want to say thank you to everyone who has participated in the Listener Survey. There is still time until the end of August 2020 to participate in the survey and voice your opinion about what you would like to hear on the show next year. You can fill out the survey here. It will take just a few short minutes of your time. In this episode, we’ve got a couple of listener questions plus you’ll hear about an interesting new addition to your 401K. Press play now to begin to learn how to make your retirement dreams a reality. Outline of This Episode [2:07] A new lifetime income disclosure rule [7:46] Can you perform a Roth conversion while still contributing to a 401K? [12:32] A Roth conversion tax question [17:58] Don’t forget to take the listener survey Lifetime income illustrations may be a new part of your 401K disclosure The Labor Department has just revealed a new rule for plan administrators of contribution plans like 401Ks and 403Bs. T