Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income: the so-called back-door Roth IRA. The next few months may present the last chance to take advantage of this opportunity. Roth IRA Background Since its … Continued

The House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. We review the proposed changes.

With 2020 coming to a close, we have published our annual guide to all the key numbers for 2021 and we review 2020 charitable giving strategies.