Backdoor Roth vs. Mega Backdoor Roth
Many retirement savers are not aware that that a massive Roth contribution option for the self-employed or small business owner known as the “Mega…
Can I Contribute to a Traditional IRA and Roth IRA in the Same Year?
One of the most common dilemmas facing Self-Directed IRA investors is whether they should make annual contributions in pretax or Roth. This…
Can a 403(b) be Converted to Roth?
A 403(b) plan, sometimes called a tax-sheltered annuity (TSA), is a retirement plan offered by public schools, churches, and certain 501(c)(3)…
The Backdoor Roth IRA
Key Points The Backdoor Roth IRA can help you save for retirement IRA and Solo 401k plans are the best for retirement savings Be aware of UBTI……
Invest in a Company the Peter Thiel Way with a Self-Directed Roth IRA
In June 2021, ProPublica released an article focusing on how Peter Thiel was able to amass a $5 billion Roth IRA over the years. The article…
Using an IRA to Buy a Home
In general, one is not able to purchase a home with a retirement account that they or a “disqualified person” will use. A retirement account,…