Steve Utkus
Steve Utkus
employer judgment putting switch
They have to make a judgment. The more your employer is putting in pretax the more you should switch to Roth.
assets associated fixed hold income risk risks roth savings
Just as they hold fixed income assets to diversify the risk of stocks, participants should hold Roth savings to diversify the risks associated with pre-tax savings.
budget bush confident maintained paying raises revenue rules tax taxes unlike
We're pretty confident it will be maintained or continued. Unlike other Bush tax provisions, it actually raises tax revenue under the budget rules because participants are paying taxes today.