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Solo 401k Contribution Rules Vs. the Conversion Rules --Both Have Different Deadlines
Автор: My Solo 401k Financial
Загружено: 2026-02-03
Просмотров: 52
Описание:
You might have until Tax Day to make your Solo 401k contribution... but did you know the deadline for a conversion is totally different?
Too many business owners assume "Tax Day" covers everything. It doesn't. If you are planning an In-Plan Roth Conversion (or a Mega Backdoor Roth), missing the December 31st cutoff could cost you massive tax savings.
In this video, we break down:
✅ The "Tax Day" rules for Contributions.
✅ The "Calendar Year" rules for Conversions.
✅ How to fix it if you're cutting it close.
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