351 | Year End Tax Planning 2021
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Do You Have a Back Door Roth Ora?
The back door roth could be an incredibly viuable tool for them, based on their income bracket. Under current law, what you would do as you would take your old traditional i ras and transfer it to a four one k or other workplace retirement plan. You want to try to do it through a direct trustee to trustee transfer. And also think about the long term, as opposed to just focusing on 20 21.
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