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WCI #430: Backdoor Roth - Standard and Mega

White Coat Investor Podcast

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Mastering the Mega Backdoor Roth

This chapter introduces a new initiative for listener engagement through audio comments, specifically exploring the mega backdoor Roth strategy. The hosts explain the intricacies of tax-efficient transfers from after-tax contributions to Roth accounts and offer personalized advice for a listener navigating multiple income streams. Emphasizing strategic retirement planning, they assess the pros and cons of existing 401(k) options versus utilizing the mega backdoor Roth approach.

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