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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: Economic Impact Payment Notice. Early bird RMDs. COVID-19 IRA retirement

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Article at a Glance: June 30, 2020 Deadline. 20 million backlogged notices. Millions of

5 min read

Article at a Glance: PPP Loan Forgiveness Clarified in a Revised Interim Final Rule

3 min read

Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse

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Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse

2 min read

Have you taken a class from Jeff Sailor? He’s one of our favorites and one

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It happened again. New law on Paycheck Protection Program forgiveness was signed by the President