Articles and LinksRoth 401(k)/403(b) Article Archive:June 13, 2005 The Roth 401(k): "A Hidden Wealth-Transfer Treasure for High Income Taxpayers" (Milberg Consulting LLC) by Barry R. Milberg August 28, 2005 Roth 401(k) Requires Tax Forecasting (Forbes.com) by Kaja Whitehouse September 6, 2005 "Five Reasons Why HCEs Should Choose the Roth 401(k)" (Milberg Consulting LLC) by Barry R. Milberg September 15, 2005 "Maximum Roth Limit Equates to a $30,769 Pre-tax Contribution"(ERISA Expertise LLC) by Barry R. Milberg September 26, 2006 Capital Ideas (Newsweek) by Jane Bryant Quinn October 19, 2005 "The Roth 401(k)/403(b): What Employer/Plan Sponsors Need to Consider" (ERISA Expertise LLC) by Barry R. Milberg November 1, 2005 "A Friendlier 401(k)" (Registered Rep.com) by Lynn O'Shaughnessy November 5, 2005 "Employers face communication challenges with Roth 401(k)" (BenefitNews.com) by Tom Anderson November 14, 2005 Roth 401(k) Final Regulations by Thanksgiving? (ERISA Expertise LLC) by Barry R. Milberg December 12, 2005 What's the Bottom Line on Who Should Consider the Roth 401(k) Option? (ERISA Expertise LLC) by Barry R. Milberg December 19, 2005 Behavioral Finance Provides Another Reason to Consider the Roth 401(k) Option (ERISA Expertise LLC) by Barry R. Milberg December 31, 2005 Treasury and IRS Issue Roth 401(k) Final Regulations (ERISA Expertise LLC) by Barry R. Milberg January 11, 2006 (updated on February 20, 2008 to reflect PPA 2006 and 2008 limit changes) 2008 Owner-only Plan Limit Tops out at $221,800; $232,838 w/Roth Option (ERISA Expertise LLC) by Barry R. Milberg January 15, 2006 Is A Roth 401(k) Right For You? (Forbes Magazine; January 30, 2006, Forbes.com) by Janet Novack January 26, 2006 Treasury and IRS Issue Proposed Regulations for Distributions from Roth Accounts (ERISA Expertise LLC) by Barry R. Milberg February 9, 2006 Detailed Analysis of Proposed Regulations for Distributions from Roth Accounts (ERISA Expertise LLC) by Barry R. Milberg May 7, 2006 Roth 401(k): Significant Retirement and Estate Planning Opportunities for Business Owners/HCEs (ERISA Expertise LLC) by Barry R. Milberg August 4, 2006 Legislation Extends Roth 401(k) Feature (ERISA Expertise LLC) by Barry R. Milberg February 25, 2008 Roth 401(k): An Extraordinary Retirement and Estate Plan Opportunity (ERISA Expertise LLC) by Barry R. Milberg Also be sure to read Barry Milberg's article: Pension Protection Act of 2006: Retirement and Estate Planning Opportunities featured in the March 2008 issue of the Journal of Financial Service Professionals. Learn more about Barry R. Milberg Register for ERISA Expertise's "News and Insights" Press ReleasesSeptember 19, 2005 ERISA Expertise LLC Releases Roth 401(k) Guidebook and Roth 401(k) Analyzer December 7, 2005 ERISA Expertise LLC Releases New Roth Analyzer and Employer Guides and Price Reduction December 19, 2005 AIM Investments® selects ERISA Expertise Roth 401(k) Tools & Technology February 25, 2008 Roth 401(k) Analyzer V3.0 Released by ERISA Expertise Links to Additional Information on Roth 401(k): |
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