Retirement options for high income avoid 401k and Roth limits
An investor with income around 190000 cannot contribute to a company 401k and faces restrictions on rolling over deferred compensation. They hold a 270000 rollover IRA and a 10000 Roth with Vanguard, plus 11000 in the deferred plan. The advisor recommends after tax, tax efficient broad index funds like STOT with 0.07% expense ratio, and notes after tax accounts offer flexible withdrawals with capital gains considerations.
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Gazette Tip Line Contact Information
If you see news happening contact The Gazette News Tip Line in Cedar Rapids and Iowa City or call toll free. Reporters seek timely tips and local information for prompt coverage.
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