For high-income earners, backdoor Roth IRA contributions are a powerful way to build tax-free retirement savings. On a separate note, rolling over an old 401(k) into an IRA can also be a smart move for better investment options and lower fees. However, when these two strategies intersect, the outcome can either work in your favor—or create an unexpected tax bill. Understanding why is critical before making a move.

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

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You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...