Borrow Money to Pay Tax on a Roth IRA Conversion? - 301

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Recorded24 Nov 2020

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607264

Show notes

Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly compensated employee use the mega backdoor Roth strategy? Are the tax savings on a conversion worth it? Plus the fellas explain the pro-rata rule - again. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-301

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