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WCI #249: What To Do With Old Retirement Accounts Q&A

White Coat Investor Podcast

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Do You Have Back Door Rathiaras?

A woman has about 14 thousand dollars in back door wroths, as well as two h s as. Should we roll over the amera, trade simple i r a, or leave it in anticipation of trying to do another back to a roth in 20 22? This year, should we roll should we leave the old h s a as it is, or try to combine them with the new one? And what do we do with the roth component? Looking for the most tax efficient way to handle these accounts.

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