The Back-Door Roth IRA (or better yet, the Roth 401k)

The Back-Door Roth IRA (or better yet, the Roth 401k)

by | | Uncategorized

The Back-Door Roth IRA (or better yet, the Roth 401k) By Jordan Sheppherd You probably know that if you make more than $117,000 as a single-filer, or $194,000 as a joint filer, you don’t qualify to contribute to a Roth IRA. What if I told you there’s a simple...
How NOT to use a Roth IRA

How NOT to use a Roth IRA

by | | Uncategorized

How NOT to use a Roth IRA By Jordan Sheppherd A little over a year ago, a court case came out involving a Roth IRA/Corporation structure, the facts of which are almost comical. The case is Polowniak v. Commissioner TC 2016-31. You can see it on the US Tax Court’s...
Contributing Assets to a Solo 401(k)

Contributing Assets to a Solo 401(k)

by | | Uncategorized

Contributing Assets to a Solo 401(k) By Jordan Sheppherd Because most people are used to contributing cash to a retirement account, it’s easy to think that cash and only cash can be contributed. For an IRA this is certainly true, but not for a Solo 401(k). For...