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Newsroom View

It's Now Or Never For Backdoor Roths

Monday, November 22, 2021
The clock may be ticking on backdoor Roths. The latest proposal (under a House of Representatives bill submitted on November 19, 2021) would eliminate both the regular backdoor Roth and the mega-backdoor Roth next year for everyone, regardless of income.

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Roth IRA Conversions: When’s the Best Time to Start?

Wednesday, October 20, 2021

My wife and I are about 10 years from retirement. We want to begin converting money in our individual retirement accounts to a Roth IRA, but the tax bite looks like a problem. We’re already in a higher tax bracket than we like. Any advice? When, or how, should we start converting?

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