Still working? Before another pay check goes by, make sure to bump up your 401(k) contributions to reflect higher 2022 contribution limits. Putting more into your 401(k) helps get you ready for retirement and cuts what you owe to the IRS (and who doesn’t like that!). Depending on the type of plan you are offered […]
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Roth Conversions and Back Door Roths: What To Know Before It’s Too Late
The headlines are scary. Are Roth conversions going away? Should you rush to convert now before it’s too late? Is this the end of backdoor Roths? And what is a backdoor Roth anyway? In all fairness, the headlines are confusing and are running a few steps ahead of reality. Keep in mind that, when it […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
