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WCI #430: Backdoor Roth - Standard and Mega

White Coat Investor Podcast

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Navigating Roth IRA Contributions Amid Changing Circumstances

This chapter explores the intricacies of Roth IRA contributions in the context of changes in marital status or income. It underscores the importance of understanding IRS rules to prevent inadvertent mistakes that can arise from shifts in tax filing status.

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