Live Webcast – After Tax Money In Your 401(k)? Hate Taxes?
Join us for a live webcast presented by David Sizemore, CFP®
Please join us as we outline an important strategy for those with after-tax assets inside their 401(k).
- Learn how to determine if you have after-tax assets inside your 401(k)
- Learn how you may be able to “unlock” the assets, allowing for tax-free growth inside a Roth IRA
- Review of IRS Notice 2014-54
- Ongoing strategies with a goal to make the most of your retirement dollars
We encourage you to forward this link to your family, friends, or anyone who has questions about their 401(k).
Click a link below to register for a session.