Menu

Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions

19 Sep 2021

Brandon Garrett quoted in Investment News: House tax proposal would close door on popular back-door Roth IRA conversions

Tax reform proposals to finance the massive budget bill being cobbled together in Congress would close the door on an increasingly popular retirement savings strategy among advisers’ wealthy clients.

“It really limits what folks can do with that after-tax money,” said Brandon Garrett, president of BentOak Capital.  

 

Author

Get the latest posts from BentOak Capital

Keep updated on how the latest financial trends impact you!
More about the author: Brandon W Garrett, CFP®, CIMA®, AIF®
Brandon is President and Chief Investment Officer of BentOak Capital where he oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients.