Episode Details

Chris is joined by Jake Turner to discuss listener emails on tax filing for mega backdoor Roth contributions, use of HSA funds, I Bonds redemption timing, lowering RMD pressure, and Roth conversions.

(6:30) George asks whether leaving a 1099-R off a return after after-tax 401(k) money was immediately converted to Roth means an amended return is needed or whether the IRS will simply follow up.

(12:15) A listener asks whether HSA funds can be used pre-tax to pay fully self-funded health insurance premiums.

(17:30) The guys are asked how to