The backdoor and mega-backdoor Roth IRA contribution/conversion might be extinct after 2021. As part of the Democrats’ House Ways and Means proposal, Roth IRA conversions of after-tax contributions will not be allowed starting in 2022.
The American Rescue Plan has passed the House and the Senate. Read this blog post to learn what steps you can take today to make sure you qualify for the next round of stimulus payments!
3 Ways to Reduce Your Tax Bill with your Philanthropy
I’ve been having a lot of conversations recently with clients who are worried about what will happen to their investments in the weeks leading up to the election and the months or years after the election.
How rich do you want your kids to be after you die? Being in a situation to seriously ponder that question means you’re among the wealthiest people to ever walk the face of the Earth. That might sound like hyperbole, but, for context, consider this chart:
The coronavirus has disrupted all of our lives for over 6 months, and the election isn't likely to be spared. Based on this, how should you invest your money?