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Retirement Planning Education, with Andy Panko chevron_right

#006 - What's a "backdoor" Roth?

Jan 20, 2022
35:15
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1
Introduction
00:00 • 6min
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2
Tax Deferred Accounts - The Pros and Cons
05:36 • 4min
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3
You Need Earned Income to File a Joint Return
09:35 • 2min
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4
How to Make a Non Deductible Contribution to a Traditional Ira
11:49 • 3min
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5
What Is a Back Door Roth Contribution?
14:39 • 5min
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6
The Prorate Rule Is Going to Snag You
19:14 • 2min
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7
Is There a Proration Prorater Process?
21:32 • 5min
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8
How to Make a Mega Back Door Roth Contribution to an Employer Plan
26:14 • 4min
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9
Is It Safe to Do Back Door Roth Contributions?
30:34 • 5min
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Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it

Links in this episode:

  • Summary of helpful tax and financial planning info for 2022 - here
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Newsletter - Retirement Planning Insights
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