Split your mixed retirement plan to traditional and Roth = OK.
Do a backdoor Roth conversion with no other IRAs = OK.
Do a backdoor Roth conversion when you have other IRAs = Warning!
Do a backdoor Roth conversion when you have a SIMPLE or SEP = Warning!
Move money to your 401(k) and the rest to a Roth = potential opportunity!
Does Your Business Want a Deduction?
If you’re a sole proprietor, in a partnership, or LLC, would you like another deduction so you can pay less tax? Let’s figure out this new Qualified Business Income Deduction together.
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