Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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A New Era in Retirement Planning: The Roth 401(k) Works Well for Business-Owning Clients
Investment Advisor Nov. 2, 2005
Excerpt: While the Roth 401(k) will hold appeal for millions of investors, perhaps no group will be more interested than high-income earners and proprietors of owner-only businesses. In addition to tax-free retirement income, it's a highly effective estate planning tool, potentially helping to stretch assets and minimize taxes for decades.
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