Ryan McKeown, CFP®, CPA®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by FA Magazine in the article, “New Rules Curb 401(k) Catch-Ups For High Earners”
Wealthy people tend to stay in a high tax bracket longer. They also often have the most complex estate-planning issues, said Ryan McKeown, a CPA and certified financial planner at Wealth Enhancement Group in Mankato, Minn. Roth accounts, he said, are typically “more efficient after death than tax-deferred investments.”
Access the full article here: https://www.fa-mag.com/news/new-rules-restrict-401-k--catch-ups-for-high-earners-84619.html
