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New IRS Guidance:
DOMA and In-Plan Roth Conversions

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Coursebook Papers:

New IRS Guidance: DOMA and In-Plan Roth Conversions - Slides (12 pp) $29.00
By Elizabeth Thomas Dold Donald J. Kieffer, Jr.

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Source Material: Rev. Rul 2013-17 (16 pp)

Source Material: Application of the Windsor Decision and Rev. Rul. 2013-17 to Qualified Retirement Plans - Notice 2014-19 (8 pp)

Source Material: In-Plan Rollovers to Designated Roth Accounts in Retirement Plans – Notice 2013-74 (10 pp)