IRA to 401(k) Roll Over?
Автор: Sean Mullaney
Загружено: 2024-03-02
Просмотров: 1985
Описание:
Is the IRA to 401(k) Rollover a valid financial planning tactic?
00:00 Intro
00:43 Account Simplification
01:13 Lower Investment Fees
02:00 Opening Up the Backdoor Roth IRA
02:44 How Many Backdoor Roth IRAs Until Retirement?
04:12 401(k) Fees and Investment Quality
04:54 IRA Basis
05:44 Direct Trustee-to-Trustee Transfers
06:38 Conclusion
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...
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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