Jill on Money with Jill Schlesinger cover image

Is Retirement in Five Years Possible?

Jill on Money with Jill Schlesinger

00:00

Current Retirement Balances and Backdoor Roth Concern

Jim lists $1.9M in 403(b)s, Roths, and IRAs; Jill warns about the pro rata rule affecting future backdoor Roths and suggests rolling old IRAs into the 403(b).

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