BackPublications

Employee Benefits Update - Fiscal Cliff Legislation Expands In-Plan Roth Conversions for Qualified Plans
Fiscal Cliff Legislation Expands In-Plan Roth Conversions for Qualified Plans

01/22/2013

Fiscal Cliff Legislation Expands In-Plan Roth Conversions for Qualified Plans
by Anne M. Meyer and Kevin J. Hogan

On January 2, 2013, President Obama signed into law the American Taxpayer Relief Act of 2012 (the “Act”), more commonly known as the fiscal cliff legislation. Among other things, the Act amended the tax code to remove some of the prior restrictions on in-plan Roth conversions in qualified retirement plans.

[Read the full newsletter …]