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WCI #127: Understanding the Mega Backdoor Roth IRA

White Coat Investor Podcast

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Strategies for Asset Protection in Finance

This chapter explores various asset protection strategies for physicians, including the use of separate brokerage accounts and Tenancy by the Entirety for couples. It discusses the implications of leveraging investments, such as margin usage and its associated risks, while highlighting alternatives for early-career investors. Additionally, the chapter delves into the complexities of the mega backdoor Roth IRA, emphasizing eligibility, advantages, and the importance of understanding specific 401k regulations.

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