37 min listen
Roth Conversions vs. Roth Contributions - 366
Roth Conversions vs. Roth Contributions - 366
ratings:
Length:
50 minutes
Released:
Feb 22, 2022
Format:
Podcast episode
Description
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://bizlink.to/ymyw-366
Released:
Feb 22, 2022
Format:
Podcast episode
Titles in the series (100)
Risks in Retirement vs. in Your 20s - 12: Aired: 3/19/2016 11 AM:: Taking Risks in your 20's Vs. in Retirement, Mistakes to avoid while planning and Prepping to maintain your lifestyle in retirement. by Your Money, Your Wealth