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Expanded Availability of In Plan Roth Conversions

The American Taxpayer Relief Act of 2012 expanded the availability of In Plan Roth conversions. Under previous law, a conversion was only available for Plan assets that were available for distribution and eligible for rollover. This meant, with some exceptions, that only participants who had separated service could use this Plan feature. Under the new law, participants, spousal beneficiaries and spousal alternate payees may consider an In Plan Roth conversion for any eligible Plan account balance.

Please review the Plan Brochure “Roth Rollovers Within Your NYSDCP Account” (PDF) and discuss this with your own tax and legal advisors before proceeding.

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