18min chapter

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WCI #402: Mega Backdoor Roth, Student Loans, and Expert Witness Work

White Coat Investor Podcast

CHAPTER

Navigating Roth IRAs and PSLF Uncertainties

This chapter explores the optimal timing for executing backdoor Roth IRAs and shares a listener's successful early January experience. It discusses the difference between traditional and mega backdoor Roth IRAs, particularly addressing the absence of pro-rata rules in the latter. The chapter transitions into an analysis of the political landscape surrounding the Public Service Loan Forgiveness program, offering practical advice for concerned individuals amidst potential changes.

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