Firm Introduces Roth Conversion Package for Advisers
Advisors Trusted Advisor now offers the Roth 2010 Conversion Package, containing marketing tools, education materials, and a Roth conversion tool.
Tag: Roth
Most Baby Boomers Not Planning Roth Conversion
A survey commissioned by financial services company USAA found that most Baby Boomers plan to keep their traditional individual retirement accounts (IRAs) intact.
Sunwest Trust Rolls Out Individual 401(k) Services
An Albuquerque, New Mexico-based firm has launched an “Individual 401k (i401k)” for small-business owners looking for retirement plan options.
Firms Jointly Launch Roth Web Site
Convergent Retirement Plan Solutions and Archimedes Systems have jointly launched RothRetirement.com to help educate consumers about the 2010 Roth IRA conversion.
Web-Based Tool Helps Advisers Perform Roth Conversion Analyses
Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.
Merrill Lynch Sees Strong Adoption of Roth 401(k)
The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the...
Schwab Sees Roth 401(k) Takeup Rates Rising
The number of employers offering a Roth 401(k) showed a dramatic increase between 2006 and 2007, according to data released by Charles Schwab.