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WCI #338: Is It Ever a Good Idea to Over Fund a Roth IRA?

White Coat Investor Podcast

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Making Roth Contributions in Peak Earnings Years

The speakers explain the complexities of making tax-deferred or tax-free contributions to 401ks, discussing exceptions to the general rule, the impact of retiring early, and the benefits of state tax arbitrage. They also address overfunding a Roth IRA and discuss the drawbacks and potential benefits. Lastly, they introduce the White Coat Investor Champions Program for medical and dental students to promote financial literacy.

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