Question

What is the long term benefit of electing Roth treatment for employer contributions?

Answer

When IRS holding‑period rules are met, qualified distributions of Roth employer contributions—including earnings—may be received tax‑free in retirement.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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