Chris hosts today’s show with CPA Bob Palechek as they discuss 1099 tax forms and the “mega backdoor Roth conversion.” This topic is the result of a listener’s email about converting after-tax 401k dollars into a Roth IRA and wondering if he’ll receive a 1099 form from his IRA custodian.
The post 1099 Tax Forms and the “Mega Backdoor Conversion”: EDU #2008 appeared first on The Retirement and IRA Show.