Backdoor Roth Lockdown Plan Is Back; Here’s What Advisors Should Do Next: Ed Slott

Thursday, November 04, 2021

News & Press

The elimination of backdoor Roth IRA conversions has made it back into the latest version of House Democrats’ tax and spending bill.

President Joe Biden’s Build Back Better framework excluded the retirement planning provisions that were approved in the House Ways and Means Committee’s Build Back Better bill in mid-September.