03
May
401(k) plan’s tax optimization strategies
Description
- Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax
- The tax treatment and optimization strategies of different 401K plans
- Mega-backdoor 401k and related tax forms
- 401k conversion, rollover and recharacterization
- How do you make the most out of your 401(k) plan
Date and Time
Wed, May 03, 2023
3:00p - 4:00p EST