Q: Your column on back-door Roth conversions made we wonder if I should use the Roth account in my 401(k) plan. My husband has been trying to get me to switch
Read More
Last month, the website ProPublica broke a story about Peter Thiel’s $5 billion Roth IRA. Personally, I found the article fascinating, but probably not in the
Read More
Q: Early this year, I took a required minimum distribution from my IRA. When the pandemic hit and the government suspended RMDs for 2020, I was going to put the
Read More
I don’t know about you, but the rapidly approaching end of 2020 leaves me feeling a bit tired. On one hand, I find it hard to believe that we are already in
Read More
This year has seen tectonic shifts in the world of retirement accounts. Some changes—like the new limitations on inherited IRAs--have received a lot of coverage
Read More
Q: My wife and I would like to give some money to our children to help them prepare to inherit our wealth, but we aren’t sure how to best do that
Read More