Roth IRA Excess Contributions and the Pro-Rata Rule - 319

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Recorded30 Mar 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607245

Show notes

Recharacterization of excess Roth IRA contributions, converting post-tax contributions to Roth 401(k), and the pro-rata rule. Plus, target date fund ladders? Also, investing 529 plan money, section 199A dividends from real estate investment trusts (REITs), and how Matt Stafford should save for retirement with his new $34M LA Rams contract (just in case you're expecting a football player's salary anytime soon.) Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-319

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