Jonathan Bergman quoted in Financial Planning Magazine August 2021

TAG Associates President Jonathan Bergman was quoted in a recent Financial Planning Magazine article about how investors can turn their Roth IRAs into mega Roth IRAs.  Bergman notes that though wealthy people have Roth IRA contribution limits, there are still ways to maximize these tax-advantaged accounts.

https://www.financial-planning.com/news/how-high-earning-professionals-from-executives-to-lawyers-can-use-their-salaries-to-build-a-mega-roth-ira-for-retirement