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)