March 11, 2024
Biden's 2025 Budget Continues Fight Against Mega RothsThe proposal might limit rollovers into Roth IRAs and require some IRA holders to take big distributions.
January 11, 2024
Avoid This Mistake When Funding a Backdoor RothRunning afoul of the pro rata rule can negate much of the tax benefit.
September 07, 2023
9 Ways Roth IRA Conversions Can Trip Up AdvisorsRoth conversions can be enormouly beneficial, but the strategy can be complicated even for professionals, Michael Kitces says.
March 10, 2023
Biden Budget Declares War on Supersized IRAsHis plan limits the amount high earners can hold in tax-favored accounts and appears to target mega backdoor Roths.
January 19, 2023
Are 529 Plan Rollovers the New Backdoor Roth?This Secure 2.0 provision intrigues advisors, but there's some fine print, warns Ian Berger of Ed Slott and Co.
December 21, 2022
How to Invest a Year-End BonusIt's the end of the year, and your clients are receiving their bonuses. How should they invest them?