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Mega Backdoor Roth IRA Conversion in Your 401(k) or 403(b)
Here's everything you need to know about Mega Backdoor Roth conversions and whether they're the right move for you in the long run. The post Mega Bac…
Roth IRAs and 401(k)s
Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if …
How To Use A Roth IRA To Save For College
Did you know that you can use a Roth IRA to save for college, but there are pros and cons that you need to be aware of. The post How To Use A Roth IR…
Roth IRAs, 457(f)s, and Other Retirement Account Questions
Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversi…
529 Plan To Roth IRA Rollover Rules: What To Know
Most Americans now have the ability for a 529 plan to Roth IRA rollover. Here's what you need to know and mistakes to avoid. The post 529 Plan To Rot…
Mega Backdoor Roth IRAs & 401k True Ups
You have heard your colleagues talk about this “Mega Back Door Roth” thing? Or perhaps you read about it here on FAANG FIRE and thought i…
Should I Convert a Traditional IRA to a Roth IRA?
Money expert Clark Howard calls himself “the man from Roth.” He so loves Roth IRAs that it’s a small miracle his dogs are named Kir…