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Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26 Bill Stavros, Reviewed by Paul Muller, AEP®, CFP® 7/5/26

IRAs Explained: Types, Rules, and How to Choose the Right One

Your guide to IRAs: how Traditional, Roth, SEP, SIMPLE, and spousal accounts work, plus 2026 contribution limits, Roth conversions, and inherited IRA rules.

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 Benjamin Stark, CFP® 12/4/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 12/4/23

Why Roth IRAs Make Sense for Millennials and Gen Z

Roth IRAs aren’t for everyone, but they just may be the perfect solution for future-conscious millennial and Gen-Z workers.

Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23 Bill Stavros, Reviewed by Benjamin Stark, CFP® 11/9/23

Roth IRAs and 401(k)s: Which Is the Better Choice for You?

A 401(k) and Roth IRA are excellent vehicles to help build your wealth, but how can you decide between the two—and should you even do so?