1 “Economic Growth and Tax Relief Reconciliation Act of 2001.” Congress. June 2001. https://www.congress.gov/bill/107th-congress/house-bill/1836/text
2 “Plan Sponsor Council of America’s 65th Annual Survey of Profit Sharing and 401(k) Plans.” Plan Sponsor Council of America reports on the 2021 plan-year experience of 557 plans. https://www.psca.org/news/what-are-top-trends-pscas-annual-survey-psca-national
3 “401(k) limit increases to $22,500 for 2023, IRA limit rises to $6,500.” IRS. October 2022. https://www.irs.gov/newsroom/401k-limit-increases-to-22500-for-2023-ira-limit-rises-to-6500
4 “Roth Comparison Chart.” IRS. November 2022. https://www.irs.gov/retirement-plans/roth-comparison-chart
5 “Retirement Plans FAQs on Designated Roth Accounts”. IRS. November 2022. https://www.irs.gov/retirement-plans/retirement-plans-faqs-on-designated-roth-accounts
6 “5 RMD Changes Looming With Passage Of SECURE 2.0 Act”. December 2022.
https://www.forbes.com/sites/jamiehopkins/2022/12/22/5-rmd-changes-looming-with-likely-passage-of-secure-20-act/?sh=1627d57566e9
7 “Retirement Plan and IRA Required Minimum Distributions FAQs.” IRS. March 2023. https://www.irs.gov/es/retirement-plans/retirement-plans-faqs-regarding-required-minimum-distributions
8 “Deadline Extended to Add New In-Plan Roth Rollover Provisions”. IRS. April 2023.
https://www.irs.gov/retirement-plans/deadline-extended-to-add-new-in-plan-roth-rollover-provisions
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