Your Clients Have Probably Heard This Risky Tax Pitch
By John ManganaroA tax return's acceptance doesn't mean that a giant future tax bill isn't coming — with interest and penalties.
November 20, 2025
6 Must-Know Facts About the Roth IRA 5-Year RuleRoth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.
November 18, 2025
How 'Roth Hype' Can Hurt Retirement SaversWorkers are “rushing into Roth” during high-income tax years based on fear or misunderstanding, one expert worries.
May 30, 2025
8 Questions to Ask Before Making a Roth ConversionWhile this strategy can be a powerful savings booster, care must be taken to avoid unintended consequences.
February 21, 2025
Debate: Should Income Restrictions on Roth IRA Contributions Be Eliminated?Taxpayers can use a “backdoor” strategy of funding a traditional IRA and converting those funds to a Roth.
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.