Roth Conversions vs. Roth Contributions - 366
Podcast: Your Money, Your WealthPublished On: Tue Feb 22 2022
Description: Should you use Roth contribution money to pay Roth conversion tax instead? Does the IRS really penalize ineligible Roth contributions? How will a mega backdoor Roth be taxed, and will the step transaction doctrine apply? Are family Social Security benefits affected if the spouse works? Plus, spitballing retirement pension options, and your comments. Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-366
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