Tag: backdoor Roth

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The Boring Newsletter, 6/7/2025

Hi Friendos, Today’s topic is the backdoor Roth IRA. Before diving in, I have a couple of reminders: If you pay quarterly estimated taxes, remember that the June 16th deadline is coming up for Q2 2025. I wrote about estimated taxes in this article last year and this IRS FAQ page on estimated taxes is […]

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The Boring Newsletter, 5/31/2025

Hi Friendos, Today’s newsletter is all about IRA contributions. Back when I was in business school (20 years ago!) I gave a presentation to the Women in Business club called “Who is Roth and What is He Doing with My IRA?” I looked it over recently and was surprised at how few updates it would […]