Podcasts Business Investing Your Money, Your Wealth How to Do the Mega Backdoor Roth IRA - 308

How to Do the Mega Backdoor Roth IRA - 308

Published: Jan. 12, 2021, 2 p.m.

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Backdoor Roth IRA withdrawal rules and the mechanics of the mega backdoor (dump truck!) Roth. Can you still contribute to a Roth after a rollover? How do you calculate Roth conversion taxes due to the pro-rata rule? Also, calculating a long retirement number or by age, a radical portfolio rebalance, why basis, gains, and losses are tracked, and donating stock upon death. Plus, does your financial advisor\\u2019s location matter? Transcript, financial resources, ask your money questions: https://bit.ly/YMYW-308

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