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Western CPE Blog

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For clients who've maxed out their 401(k)—the Mega Backdoor Roth is a powerful tool, and 2026 rule changes make the conversation more urgent than ever.
Your high earnings clients could be getting more from their backdoor Roth IRA.

Recent Blog Posts

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  Article At A Glance: Due to the pandemic, last-minute delays were applied to the

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  Article Note: The IRS is pushing back the beginning of the 2020 tax season

5 min read

Article At A Glance: The new Economic Aid Act signed into law on December 27,

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Article At A Glance: FinCEN Notice 2020-2 announced cryptocurrency accounts held outside of the US as a

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  Article Note: IRS Resources: COVID Tax Tip 2025-172, Getting Ready for Taxes, Steps to

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  Article at a Glance: President Trump has now signed the new Consolidated Appropriations Act,

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  Article at a Glance: Congress leadership recently released the 5,593-page Consolidated Appropriations Act, 2021.