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WCI #331: 401K and IRA Limits are Totally Separate

White Coat Investor Podcast

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Navigating IRA Contributions and Conversions for Simplified Tax Reporting

This chapter addresses a listener's concerns about traditional IRA contributions and Roth IRA conversions, highlighting the importance of timing for tax reporting. It also explains how to accurately report these transactions, focusing on the pro rata rule and its tax implications.

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