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Personal Investments • Portfolio review request

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I've not heard of Backdoor Roth IRAs before, and I'm not sure how you determined that "the feeds are pretty good in [my] 401k". Given that I'm still actively contributing to the 401k, when would I take advantage of a Backdoor Roth... is that an annual thing? Finally, you're correct: my wife is not working & doesn't have a 401k.
Backdoor Roth is a legal workaround that allows high-income earners that have been phased out of a full $7K contribution to still put the full $7K contributions in (just with more steps, and a bit of paperwork with IRS Form 8606). Even if your wife is not working you can still put in $7K for each of you to a Roth IRA through the backdoor process. You can't have any Trad IRAs with a non-zero balance or that complicates things (pro rata rules on conversion) for whichever one of you has a Trad IRA. Read the Wiki topic and ask questions if it doesn't make sense or you need clarificaiton.

Statistics: Posted by bonesly — Fri Feb 07, 2025 11:12 pm — Replies 22 — Views 2349



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