Mega Backdoor Roth
Vivian raises an important question about the timing of rolling over funds to a mega backdoor Roth amid a declining stock market. Brad emphasizes the complexities involved in this strategy, highlighting the need for clarity on company policies regarding after-tax contributions and in-service distributions. The discussion underscores the significance of understanding market conditions and tax implications when making investment decisions.In this clip
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402 | Vivian | Households of FI Update
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