Sign inOpen the app
Your Money, Your Wealth

Roth Conversions vs. Roth Contributions - 366

Feb 22, 2022 · 50 min · Episode 366 · 72.7 MB
0:00-50:29

Streams straight from the publisher. podnod never proxies or re-hosts episode audio.

Open in podnod

Should you use Roth contribution money to pay Roth conversion tax instead? Does the IRS really penalize ineligible Roth contributions? How will a mega backdoor Roth be taxed, and will the step transaction doctrine apply? Are family Social Security benefits affected if the spouse works? Plus, spitballing retirement pension options, and your comments. Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-366