The Roth in-plan conversion or Roth in-plan rollover can be an excellent tax-saving strategy if done correctly. But what is it exactly? This differs slightly from other Roth conversions in that it is ...

As of June 23, the 403(b) voluntary plan – an employee voluntary retirement savings option – now offers active faculty and staff a Roth in-plan conversion feature. This newly expanded retirement ...

What Is 403(b) Plan Conversion Process? The 403(b) plan conversion process involves transferring funds from a 403(b) plan to another retirement account, such as a Roth IRA or Traditional IRA. The ...

Whether you sponsor a large or small 401(k) plan, the addition of a Roth in-plan conversion feature may be viewed by your executives as an important tax planning tool. A major benefit of Roth accounts ...

Thrift Savings Plan participants and spousal beneficiaries can shift money from traditional, pre-tax TSP balances to Roth accounts without leaving the plan, starting in January 2026. Starting in late ...

AMC’s revised stock-conversion plan was approved by the Delaware Chancery Court Friday, marking what CEO Adam Aron described as a “significant milestone” in a letter to investors Monday. “Knowing that ...