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One time lump sum payment mega backdoor roth strategy advice
One time lump sum payment mega backdoor roth strategy advice Situation: We normally do not exceed the Roth IRA contribution limit, however this year I'm receiving a large (~$500k) lump sum in December. Just want to say that I will immediately be maxing trad IRA and doing a normal Backdoor Roth for my spouse and I. Because I’m not receiving this money until December, it makes it more challenging for me to...
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