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Ep.116 – Your Questions: Roth Conversions and Backdoor Roth IRA

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Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs.

They delve into scenarios where IRA contributions aren’t tax-deductible due to high income and touch upon backdoor Roth IRA strategies.

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