Skip to content
TrackPodcasts
businessNov 24, 202047:21pending

Borrow Money to Pay Tax on a Roth IRA Conversion? - 301

About this episode

Should you borrow money to pay the tax on a Roth IRA conversion? Should you do a Roth conversion or capture non-qualified long term capital gains? How will Social Security benefits affect taxes after a backdoor Roth IRA conversion? Should a highly compensated employee use the mega backdoor Roth strategy? Are the tax savings on a conversion worth it? Plus the fellas explain the pro-rata rule - again. Access the episode transcript and financial resources, and send in your money questions: https://bit.ly/YMYW-301

Get every episode summarized

Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

Borrow Money to Pay Tax on a Roth IRA Conversion? - 301

Your Money, Your Wealth

0:00
47:21

More episodes

More from Your Money, Your Wealth

View all episodes →