Discover more about our firm by reading our latest press releases.

Taking the back door: an approach that may benefit some investors

Jun 15, 2018 |

Changes included in the major overhaul passed by Congress in 2017 allow use of a “backdoor” approach that can benefit some high income earners as they fund Roth IRAs. Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, describes the strategy in “What is a backdoor Roth IRA?” written by Casey Dowd for Fox Business.

Read the full article here.