Tax planning and compliance for investors
Free Online Guides
Welcome to our free online guide to Roth IRAs and Roth accounts in 401k and 403b plans.
For many of us, Roth accounts offer advantages over traditional IRA and 401k accounts. They can be more flexible and more tax-efficient, permitting you to create and preserve more retirement wealth. This free online guide offers help in understanding how to choose the type of account that's best for you, and explains special rules that apply to Roth accounts: contributions, conversions, recharacterizations and distributions. A topical index of the pages in this guide appears below.
Need a book? For a complete, plain language explanation of Roth accounts, see our bestselling book Go Roth!
Go Roth!, our book on this topic, contains extensive guidance on investing and other aspects of managing a retirement account, but these portions of the book are not reflected in this online guide at this time.
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