Episode Details

Doug and Carl talk about investment limit changes for 2022 and Back Door Roths. Here are a few highlights from our discussion:

• 401k and Roth IRAs
• Long term capital gains
• The Back Door Roth lives!
• Pre-tax verses post-tax investing

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Links:

• IRS announces changes to retirement plans for 2022 | Internal Revenue Service
• Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now