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The Roth Option

April 6, 2017

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Well, Ed Slott has done it again! This month’s newsletter is too good not to share. We will be combing through his notes on the Roth 401(k), 403(b), 457(b) and TSP Distribution Rules. This is a particularly fun topic simply because many of you are discovering that your 401(k) has a Roth option! Have you checked into that yet? It might be worth your time.

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Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

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