Adding Roth assets now could lead to tax-free income in retirement — but it’s important to weigh your options before making a change.
Follow these steps to determine if Roth assets are the right fit:
- Review your retirement assets to see how your future distributions will be taxed.
- Explore Roth contributions and decide whether adding Roth assets to your 457 Plan or Roth IRA supports your goals.
- If Roth contributions make sense for you, take action by completing the Contribution Change Form.
Get more details about adding Roth assets.
Learn more about your 457 and Roth IRA plans through MissionSquare Retirement.