6 Comments
Oct 1, 2021Liked by Daniel May, CFP®

Thanks for another great summary article. I am collecting these as great educational tools. Here's hoping the proposed legislation does not eliminate conversions, but is good to know the possibility is there so we can evaluate actions this year.

Expand full comment
Sep 30, 2021Liked by Daniel May, CFP®

Your stuff is always great, Daniel. You’re a fantastic addition to the money guy team and I look forward to your content, it is clear, concise, and comprehensive. Keep up the great work!

Expand full comment

If backdoor and Mega backdoor is banned, should I continue with the after tax 401k or IRA? Any other tax free savings you recommend, I know a lot of insurance agents are trilled about this to push for CV insurance products.

Expand full comment