DiscoverWhite Coat Investor PodcastWCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income
WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

Update: 2024-02-15
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Today we tackle a few of your questions about 529s. We answer some questions about when you have to pay taxes on your rollover IRA contributions to Roth as well as a question about Mega Backdoor Roths. We talk about structured notes and what the advantages and disadvantages are to saving for minors using a UTMA vs. a parental brokerage.

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WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

WCI #354: Mega Backdoor Roth Contributions with Minimal 1099 Income

Dr. Jim Dahle of the White Coat Investor