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WCI #127: Understanding the Mega Backdoor Roth IRA

White Coat Investor Podcast

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Strategies for Maximizing Mega Backdoor Roth IRA Opportunities

This chapter explores effective strategies for utilizing the Mega Backdoor Roth IRA, focusing on the timing of contributions and withdrawals based on employment status. It also examines the tax implications of these contributions and emphasizes the importance of tailoring retirement savings decisions to individual financial circumstances.

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