Roth IRA Conversions Under Trump’s Megabill

Roth IRA Conversions Under Trump’s Megabill

Roth IRA Conversions Under Trump’s Megabill by Peter Rizzo The Wall Street Journal reports that the rush to do Roth IRA conversions before year-end has slowed. “Instead of allowing current tax rates to rise in 2026 as scheduled, Congress made them ‘permanent’—so...
Why Custodians Don’t Tell You About Checkbook IRAs

Why Custodians Don’t Tell You About Checkbook IRAs

Why Custodians Don’t Tell You About Checkbook IRAs by Peter Rizzo If you’ve ever opened a self-directed IRA through a custodian, you may have noticed something missing from the conversation: any mention of a Checkbook IRA. It’s not because they’re illegal. They’re...