Back to Individuals and Families Insights A Pitfall of the “Backdoor” Roth IRA Conversion Michael B. Fischer December 15, 2022
Meet The Author Michael B. Fischer Senior Principal Michael is a Senior Principal in the New Jersey office. He is responsible for developing customized asset allocations, implementing comprehensive financial planning and coordinating day-to-day... Learn More
Incentive Stock Options Incentive Stock Options and the Alternative Minimum Tax Catch-22 July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…