A mega backdoor Roth allows high-earning investors — who otherwise couldn't put money in a Roth account because of income restrictions — to move money from a 401(k) plan to a Roth IRA or Roth 401(k) plan. Although it sounds simple, it’s an involved process that could come with a...
做Mega backdoor的员工每月工资到账时向401(k)的custodian打电话指示其做一个after-tax 401(k) -> Roth IRA的rollover,在几天资金会出现在Roth IRA,推荐养成习惯记录Roth distribution table。 如何避免pre-tax money 在介绍backdoor的两步操作时,我们提到两步的时间间隔应尽量短,否则会产生pre-tax earning,在ro...
一周一更 How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their ...
做Mega backdoor的员工每月工资到账时向401(k)的custodian打电话指示其做一个after-tax 401(k) -> Roth IRA的rollover,在几天资金会出现在Roth IRA,推荐养成习惯记录Roth distribution table。 如何避免pre-tax money 在介绍backdoor的两步操作时,我们提到两步的时间间隔应尽量短,否则会产生pre...