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Everything You Need to Know About the Backdoor Roth IRA in 2024

Directed IRA Podcast

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Importance of Planning and Gifting Roth IRAs

This chapter discusses the significance of planning in utilizing the backdoor Roth IRA strategy, including being aware of the income threshold and seeking advice from a tax advisor. They also provide resources for setting up a backdoor Roth IRA and discuss the idea of gifting it to family members for Christmas.

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