5min chapter

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WCI #408: Roth IRAs, 457(f)s, and Other Retirement Account Questions

White Coat Investor Podcast

CHAPTER

Navigating Backdoor Roth IRAs and Pro Rata Rules

This chapter discusses the complexities of the backdoor Roth IRA for an active duty military surgeon, particularly focusing on the pro rata rule and traditional IRA balances. The hosts provide strategies for optimizing retirement savings through potential conversions or rolling into a 401k, while highlighting important tax implications.

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