Finance
Is a ‘Backdoor Roth IRA’ Right for You?
This tax strategy survived recent legislative threats. Here’s how it works.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
This tax strategy survived recent legislative threats. Here’s how it works.
Don’t become one of the millions of account holders who’ve lost track of what they’ve earned.
From deadlines to rule changes, get up to speed before starting the paperwork.
This advice can help with a sometimes uncomfortable, but very necessary, process.
Follow these tips to start 2022 on the right financial footing.
These financial products have been around for decades, but they’ve been back in the news recently. Are they right for you?