SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
Your Money, Your Wealth
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Do You Think a Safe Harbor 401k Will Work?
Mitch from Indiana writes in he goes, Hey, Joe, Big Gal, Andy love the show. Mitch: I fully fund my 401k and my plan allows for after tax contributions that I can convert to a Roth IRA once per year,. aka the airplane hanger, mega backdoor Roth. My company also offers a stock purchase plan that can be 15% discount on stock purchases with a max of $25,000 contributions per year. Should I divert some funds away from the after tax contributions and participate in the company's stock offering or simply stick to what I'm doing? Mary says she would just keep mega mega bag. Back door.
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