Personal Investments • backdoor roth and income

You don't have to be over the income (MAGI) limit to use the backdoor Roth strategy, but as you seem to be aware, it's better if you already know how to fill out IRS Form 8606. Some tax preparers are unfamiliar with the concept.

Please read more details here: https://www.bogleheads.org/wiki/Backdoor_Roth

Regards,

Statistics: Posted by retired@50 — Sat Dec 14, 2024 8:41 am — Replies 1 — Views 78

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