Making the Most of your Merck 401(k): How the Spillover Election and Automatic Roth Conversion Work Together By Jim McGowan, CFP® For Merck employees, understanding the details of your 401(k)…
Roth Conversions: Smart Planning or Tax Trap? By Jim McGowan, CFP®| Apollon Financial “Should I Do a Roth Conversion?” That’s a common question I hear from so many people, especially…
