IVETTE CASES & ASSOCIATES
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We here at Ivette Cases & Associates feel that an informed client is our best customer. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. That is why we have selected the following article(s) for you to view.

 
Roth IRA Option for 401(k) Accounts
The 2001 Tax Act contained a provision allowing elective deferrals (contributions) to Section 401(k) plans to be placed in a Roth IRA beginning in 2006. Congress felt the tax-favored savings choices that some individuals prefer, such as Roth IRAs, should be available to 401(k) participants.
 
Deferred Compensation Plans after 2004
Qualified retirement plans such as 401(k) plans provide a basic incentive or fringe benefit for the employees of numerous companies. However, many firms (particularly relatively small and privately held companies) use nonqualified deferred compensation arrangements (e.g., deferred bonus arrangements, stock options, or stock appreciation rights plans) to attract and retain a talented workforce.
 
Retirement Plan Checkup
Your retirement plan savings (that is, qualified plans and IRAs) are important to your financial well-being for several reasons. Right now, they are one of the last places you can accumulate income without currently paying tax.