Recent content by Softy

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    Really Maxing out our 401(K)

    To be able to do a Mega Backdoor Roth Conversion your 401(k) plan must allow both post-tax contributions and ”in-service withdrawals”. This strategy is a phenomenal way to get potentially huge Roth IRA contributions since rollovers are not subject to the annual contribution limit of $5,500, but...
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