1. 关于可不可存IRA或Roth IRA:
IRA contribution limits for 2023 and 2024 | Fidelity
2. 关于从IRA convert到Roth IRA
Roth IRA conversion | What to know before converting | Fidelity
3. 关于mega backdoor Roth
https://www.fidelity.com/learning-center/personal-finance/mega-backdoor-roth
4. 关于该把哪些投资放哪个账号以利税收
Help reduce investment taxes l Fidelity
5. 关于living trust
3 Reasons to Seriously Consider Using a Living Trust to Pass Inheritance to Your Family (msn.com)