
Roth IRA Excess Contributions and the Pro-Rata Rule - 319
About this episode
Recharacterization of excess Roth IRA contributions, converting post-tax contributions to Roth 401(k), and the pro-rata rule. Plus, target date fund ladders? Also, investing 529 plan money, section 199A dividends from real estate investment trusts (REITs), and how Matt Stafford should save for retirement with his new $34M LA Rams contract (just in case you're expecting a football player's salary anytime soon.) Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-319
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 episodesFree 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.
More episodes
More from Your Money, Your Wealth

Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth

We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth

4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth

When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth