RetirementGuySep 23, 20211 minIs the Door Closing on Backdoor Roth IRAs?The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal. On Sept. 13, Democrats on the House Ways and...
RetirementGuySep 16, 20211 min7 Ways The New Tax Bill Could Impact Retirement PlanningThe Ways and Means Committee released the first draft of a major tax bill this week. While it is mostly aimed at increasing taxes to pay...
RetirementGuyAug 5, 20211 min33 States with No Estate Taxes or Inheritance TaxesThe Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per...
RetirementGuyJul 15, 20211 min8 Retirement Distribution Strategies That Will Make Your Money LastSaving money for retirement is only part of ensuring a financially secure future. The other half involves making smart decisions about...