Retirees, Make the Most of a Roth's Back Door

Retirees, Make the Most of a Roth's Back Door

The American College of Financial Services
July 26, 2022

While new regulations on IRAs limit who can contribute to them and how much, a backdoor loophole allows some wealthier investors to still earn tax-free income. RICP® Program Director Wade Pfau explains the potential and limitations in this piece from Kiplinger.

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

Learn More