u/KingofBoone

I’ve started a new role recently and have noticed that I’m rustier than I expected on certain planning areas and particular strategies, such as backdoor Roth conversions and the pro-rata rule.

As I’ve searched for quick refresher resources, I’ve struggled with consistently finding overly simplistic resources or articles that don’t cover the details fully.

Does anyone have suggestions for resources to help me refresh myself on the particulars of various planning strategies?