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Robert M. Kaplan

What to (Seriously) Watch Out for With Roth 401(k) Conversions
By Robert M. Kaplan | 5/2/2023
We’ve received numerous inquiries on the operational aspects of Roth provisions now that SECURE 2.0 expands the availability and benefits of Roth contributions in retirement plans. In particular, I’ve seen a resurgence in Roth conversion questions. One much-discussed strategy is the Mega Backdoor... READ MORE
Roth Conversions—Be Aware or Beware?
By Robert M. Kaplan | 7/14/2021
Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.” The concept is neither new nor, until recently, particularly controversial. What’s changed are reports that several wealthy individuals have contributed stock into... READ MORE

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