1 year 2 months ago
My understanding is that one shortcoming of "auto portability", at least today, is that if the account has Roth 401k assets, once they are moved to a Roth IRA, they cannot be rolled over to a subsequent employer's plan.
There’s a lot going on in Washington—big movements in the Senate and in the House—and bipartisan. So, what’s in those bills? And what’s this “auto-portability”? Nevin (Adams) and Fred (Reish) take a look.
Remember SECURE? Well, bills currently under consideration have been labeled SECURE 2.0—but it feels like a lot more. Check it out:
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