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EP 40 - Fixing an Excess Roth Contribution

Directed IRA Podcast

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How Much Am I Over Contributing?

Any of you that make more than 200 grand a year, married oure single, that's a good cut off. If you're between a hundred and a hundred and 50 single, or maybe one 90 and two, ten married, get your pencil out to do some math. Where you are in the scale matters, because there's a calculation of how much of what i put in was an over contribution? And we're going to go through it aand if you're under those numbers, then you don't worry about this. You're within the guide linesif you've played by the rules, you get a go in the front door of the rothiray party.

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