Does a Roth IRA Conversion Fit Into Your Financial Plan? April 19, 2023 Author | Gideon Drucker CFP® AIF® ECA Retirement Options Read More
Backdoor Roth IRA's and Roth Conversions: how could they be affected by new legislation? October 11, 2021 Author | Gideon Drucker CFP® AIF® ECA Retirement Options Today I am rounding up my 5 key takeaways on the proposed legislation that may affect some of the tax planning strategies we often implement with our HENRY clients, such as the Mega Backdoor Roth IRA. Read More