Podcasts Business Investing Your Money, Your Wealth Borrow Money to Pay Tax on a Roth IRA Conversion? - 301

Borrow Money to Pay Tax on a Roth IRA Conversion? - 301

Published: Nov. 24, 2020, 2 p.m.

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Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly compensated employee use the mega backdoor Roth strategy? Are the tax savings on a conversion worth it? Plus the fellas explain the pro-rata rule - again. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-301

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