Tag Archives | tax proposals
back door Photo by Claudio Schwarz on Unsplash 2

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 […]

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What’s On Our Fall “To Do” List

It’s fall, and the leaves are changing color for our friends up north. Here in Florida, it’s still hurricane season (until November 30) which undoubtedly means more rain and a close eye on the tropics for another two months. As we enter the last quarter of the year, here’s a quick rundown of what is […]

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