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Roth IRA - Intermediate Concepts

Episode 10 Published 4 years, 3 months ago
Description

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In this episode, we build off of Episode 3 on Roth IRA Basics and discuss the following items:

  • Backdoor Roth IRA
  • Pro-Rata Rule
  • Strategies for Dealing with Pro-Rata Rule
  • Different 5-Year Rule "Clocks"
  • Roth IRA Withdrawals 

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