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Beware Roth 401(k) Matches' Tax Consequences: Jamie Hopkins
Best Practices August 30, 2024 at 01:38 PM
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What You Need To Know
- Under the Secure 2.0 Act, savers can direct matching contributions to Roth accounts if their employer allows.
- These matching contributions will not show up as income on the worker's W-2 but on a 1099-R form.
- Workers generally have two options for paying taxes owed on employer contributions.
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