What is “Mega Backdoor Roth IRA”? It is a financial planning technique that deals with contributing funds to a Roth IRA retirement savings account. Why does my Roth IRA need a “backdoor”? Your direct contributions to Roth IRA may be limited. There are two different limitations. The first limitation deals wi … [Read More...] about “Mega Backdoor Roth” – Definitive Guide
Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings … [Read More...] about A Look at HSAs
A recap of the major changes impacting corporations and closely held firms. The Tax Cuts & Jobs Act changed the tax picture for business … [Read More...] about How New Tax Laws Affect Small Businesses
Never touch your principal in retirement? Think again. More than a century ago, an American financial archetype emerged – the household t … [Read More...] about Think Total Return
A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase si … [Read More...] about What is the Sequence of Returns Risk?