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Showing content with the highest reputation on 02/15/2013 in all forums

  1. Rai401k

    Roth

    masteff reacted to Rai401k for a topic

    Yes we have had a quite a few clients add roth recently...may have something to do with allowing the new "in plan roth transfer". When they allowed "in plan roth rollover" we didn't have alot of clients add roth back then since the in plan roth rollover limited the rollover to an otherwise distributable event.
    1 point
  2. Bird

    Roth

    Appleby reacted to Bird for a topic

    Seems like most that want Roth have it already; I see nothing special about 2013. Probably true that "more" will be adding but 1% is "more." Probably written for sales people.
    1 point
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