Please see the attachment for this edition of The KATZ Scan. We put together a practical, walk-through guide to help you make smart use of retirement accounts, whether you’re saving for yourself or a loved one. From Roth IRAs to 401(k)s to backdoor strategies and self-employed plans, we cover a wide range of real-world situations.

Importantly, throughout the guide you’ll also how we can help — from setting up accounts to managing contributions, conversions, and rollovers. Don’t stress about the rules or logistics — you’re not on your own. Just let us know what’s relevant, and we’ll take it from there.

Guide to Retirement Accounts