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Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/26 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/22/26

Mega Backdoor Roth IRA: How It Works

Higher earners can contribute up to $47,500 of additional Roth dollars in 2026 via the mega backdoor Roth—if their 401(k) plan permits it. Here’s how it works.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/4/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 5/4/26

Inherited IRA Rules: What Beneficiaries Need to Know

Laws surrounding inherited IRAs are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises in this regard.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/26/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 1/26/26

Roth IRA Conversions: Rules, Restrictions, and Taxes

Here’s everything you need to know about Roth IRA conversions, including the circumstances making this investment strategy most appealing.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/15/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/15/25

What is a Traditional IRA, and How Does it Work?

Learn how a traditional IRA works, how to open one, if it's a suitable investment for you, and much more in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/8/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 10/8/25

What is a Roth IRA, and How Does It Work?

Find out what a Roth IRA is, how it works, how to determine if it's a suitable investment for you, and much more in this article.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 9/21/25

Self-Directed IRA (SDIRA): How it Works and How to Open One

Learn what exactly a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/23/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 7/23/25

Roth vs. Traditional IRA: How to Choose

IRAs rank among the most versatile options for building retirement savings, but choosing between a Roth and traditional IRA is not so straightforward.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/16/25 Bill Stavros, Reviewed by Benjamin Stark, CFP® 6/16/25

Understanding the Roth IRA 5-Year Rule

Learn everything you need to know about the Roth IRA 5-year rule, including its impact on withdrawals, conversions, and inherited IRAs.

Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/13/25 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 2/13/25

Avoid These 10 Common IRA Mistakes

While individual retirement accounts (IRAs) are beloved by many investors, they do come with many complexities that—if ignored—can prove very costly.