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Using the mega backdoor Roth strategy

Spidell's Federal Tax Minute
07/08/2023 4 min
Using the mega backdoor  Roth strategy

Listen "Using the mega backdoor Roth strategy"

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Episode Synopsis

This week we're discussing the mega backdoor Roth and what's required to be able to take advantage of this strategy.

More episodes of the podcast Spidell's Federal Tax Minute

Year-end considerations for HSAs and FSAs 02/12/2025
The benefits of employee emergency savings accounts 25/11/2025
New and updated Form 1099-K FAQs 17/11/2025
Draft Forms 1099-NEC, 1099-MISC, and 1099-K and transition relief 10/11/2025
Trump accounts and their alternatives: which is best? 30/10/2025
New form and transition guidance for car loan interest deduction 27/10/2025
Updates to the 2025 Form 1040 20/10/2025
Prepare now for Form 1099-DA 10/10/2025
Reduced PTIN fee and new sign-in process 06/10/2025
Requesting a PLR following a fraudulent transfer from a retirement account 29/09/2025
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