Tag Archive | "Roth"

Benefits,Financial Planning,Tax

Guidance on Plan Rollovers into In-Plan Designated Roth Accounts30 Nov

On November 26th the Internal Revenue Service issued Notice 2010-84, providing guidance under Section 402A(c)(4) relating to rollovers from Section 401(k) to designated Roth accounts in the same plan.
Financial Planning

Traditional IRA versus Roth IRA23 Aug

For millions of Americans, the personal savings and investments component of our income consists largely of Individual Retirement Accounts (IRA).

About Hill Barth & King LLC

For over 60 years, Hill Barth & King’s CPAs and financial advisors have been helping families and businesses work toward and accomplish their personal and business objectives.  In Southwest Florida our professionals have guided our clients in critical regional industries such as construction, real estate, medical and a variety of service related fields for decades.  At HBK, we bring world-class tax, assurance, accounting and other business consulting services to our clients to help them achieve their personal and business planning goals.

Address & Phone

Hill Barth & King LLC
8010 Summerlin Lakes Drive
Fort Myers, FL 33907
Phone: (239) 482-5522
Fax: (239) 482-1573
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