Beware of this rule if you have a Roth 401(k) [Richmond Refreshers]


 

If you have either converted your company’s retirement fund from a 401(k) to a Roth 401(k) or are considering doing so, make sure to tune in! Associate Financial Advisor, Steve Kulchinski, MBA, covers what you need to know about the Special Recapture Rule so you can avoid possibly paying a penalty in the future.

Richmond Brothers, Inc. is an SEC-Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Richmond Brothers, Inc. and its representatives are properly licensed or exempted. This communication is solely for informational purposes. No advice may be rendered by Richmond Brothers, Inc. unless a client service agreement is in place.

© 2024 Ed Slott and Company, LLC Adapted & reprinted with permission

Ed Slott and Company, LLC takes no responsibility for the current accuracy of this information

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