The Smartest Thing You Can Do with Your Tax Refund
Every year, millions of Americans receive a tax refund and treat it like a bonus. A vacation. A new piece of furniture. A few months of caught-up…
A Smarter Way to Shelter Carried Interest: The Self-Directed Roth 401(k) Strategy
Carried interest has long been one of the most powerful wealth creation tools in real estate investing. When you combine leverage, patient capital,…
Can a 403(b) Be Converted to Roth?
Can a 403(b) Be Converted to Roth? If you are asking whether a 403(b) can be converted to a Roth IRA, the short answer is yes. But how you…
How to Hold a Carried Interest in a Roth IRA: A Self-Directed Guide to Fund Carry, IRS Rules, and UBIT Risk
A carried interest is one of the most powerful wealth creation tools available to investment professionals. When you pair that with a Roth IRA,…
How Many Roth IRAs Can I Have?
The Roth IRA remains one of the most powerful retirement planning tools available for investors who want tax-free growth and tax-free income in…
How to Use a Roth IRA to Buy Your Dream House Tax-Free
Most people treat retirement planning and homeownership as two completely separate goals. Retirement accounts are for Wall Street. Homes are…
How the Mega Backdoor Roth Works in 2026
Contribute Up to $72,000 Into a Self-Directed Roth IRA If you are a high earner or serious retirement investor, the Mega Backdoor Roth remains one…
How to Use a Self-Directed Roth IRA to Shelter Carried Interest Gains
For fund managers, sponsors, and entrepreneurs, carried interest is one of the most powerful wealth-creation tools available. It is also one of the…
The Self-Directed Roth IRA LLC: The Ultimate Guide for Strategic Investors
Retirement planning is not what it used to be. For decades, investors were told to stick to stocks, bonds, and mutual funds. Today, that mindset is…
Cutting-Edge Roth IRA Conversion Strategies (2026 Update)
For many tax professionals and sophisticated investors, the Roth IRA remains the gold standard of tax planning. The ability to legally eliminate…