HI all!
I’ve never posted on this forum before but was curious to see what folks think about my situation.
My wife is in...
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To Roth or not to Roth
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In congress: 529-to-Roth IRA rollover
Call your legislator…because why would anyone not want this?
“The bill, S. 4440, allows rollovers from a 529 plan into a Roth IRA without...
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Roth IRA backdoor question
In 2018, I over-invested in my Roth IRA because my salary changed putting me into the partial contribution position. I was able to recharacterize that...
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Forgotten Roth IRA
I did a backdoor Roth for both myself and my wife, for 2019, contributing $6000 to each. We just recently submitted our tax returns for 2019 and reported...
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Last Year of Residency and Already Maxed out ROTH IRA, Did I make a Mistake?
Hello
I am currently in the last year of residency and will be graduating July 2020. I have already secured a job to work in a ED as a independent...