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Excess Contributions and Tax Strategies

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

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Married Filing Separately and Loan Repayment Plans

This chapter discusses the implications of filing separately and being on repayment plans, such as lower payments in the short term but the importance of eventually filing jointly to pay off debt. They also discuss the impact on Roth IRA contributions and the pros and cons of a backdoor Roth IRA.

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