Avoid These Costly Backdoor Roth IRA Mistakes Before They Trigger a Surprise Tax Bill

A backdoor Roth IRA is ideal for high-income clients to build tax-free retirement savings, but small mistakes—such as overlooking old IRAs, losing paperwork, or missing contributions—can trigger unexpected taxes.

Recent Blog Posts

Geopolitics Drives Risk Rally as Oil Volatility Persists

Personal Investor

April 13, 2026

Markets staged a strong relief rally, with equities erasing year-to-date losses as investors leaned into hopes of renewed US-Iran negotiations despite escalating military tensions, including a blockade of the Strait of Hormuz.

S&P 500 Extends Streak as Ceasefire Hopes Steady Markets

Personal Investor

April 9, 2026

Stocks finished higher for a seventh straight session as investors looked past early weakness and focused on signs that the US-Iran ceasefire may hold, with additional support from news that Israel agreed to direct talks with Lebanon.

RETIREMENT PLANNING: The Two Paths to Tax-Free Retirement Money

Retirement

April 9, 2026

The Two Paths to Tax-Free Retirement Money A client’s question sparked a deeper conversation about retirement strategies, income limits, and a tricky tax rule that often catches people by surprise.

Ceasefire Relief Sparks Risk Rally as Oil Plunges

Personal Investor

April 8, 2026

Markets staged a broad relief rally after a surprise US-Iran ceasefire eased fears of a prolonged energy shock, driving a sharp drop in oil prices and reigniting risk appetite.

Markets Rebound Late as Ceasefire Hopes Offset War Fears

Personal Investor

April 7, 2026

Markets staged a late-session recovery after early losses as optimism around potential diplomatic progress in the Middle East eased risk sentiment.

FOR MEMPHIS: Good News from Memphis - Good News for Memphis - Good News for Memphis, April 7, 2026

News

April 7, 2026

People say things about our city all the time. Sometimes they’re good and sometimes not so much. But one thing I love about Memphians is that when it’s time to stick up for our city, we do it. Memphis isn’t perfect, and we recognize that too, but the passion for the city runs deep, and it shows.