/Tag: santa monica retirement planning

Tax Implications When Retiring to a Different State

By |2020-06-05T18:57:19+00:00April 24th, 2017|Categories: Tax Planning|Tags: , , , , , |

When you retire, you may consider moving to another state — say, for the weather or to be closer to loved ones. State taxes also may factor into the equation. Here's what you need to know about establishing residency for state tax purposes — and why the process may be more complicated than it initially [...]

Millennial employees might be more interested in a Roth 401(k)

By |2017-05-24T13:42:04+00:00December 5th, 2016|Categories: Business Advice|Tags: , , , , , , |

Could your company’s benefits package use a bit of an upgrade? If so, one idea to consider is adding an option for employees to convert their regular 401(k)s to Roth 401(k)s. Under a Roth 401(k), participants make after-tax contributions to a qualified plan and receive tax-free distributions, provided the funds are in the plan for [...]

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