Cleaning Up an Old Traditional IRA
Автор: Sean Mullaney
Загружено: 2024-03-09
Просмотров: 866
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How would you go about cleaning up an old traditional IRA?
I discuss the Backdoor Roth IRA here: https://fitaxguy.com/backdoor-roth-ir...
I discuss the Basis Isolation Backdoor Roth IRA, which comes into play if one has basis in their traditional IRA(s) here: https://fitaxguy.com/the-basis-isolat...
At 04:52 when I say "any asset will do" I should have said "any permissible asset will do" as IRAs can hold many, but not all, assets.
This video, the show notes, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matters.
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