Thanks so much for attending my October presentations for Holistiplan!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- How To Do A Backdoor Roth IRA (Safely) And Avoid The IRA Aggregation Rule And Step Transaction Doctrine
- Understanding The Two 5-Year Rules For Roth IRA Contributions And Conversions
- Roth vs Traditional IRA: The Four Factors That Determine Which Is Best
- 2018 Roth Conversion Planning After The Tax Cuts And Jobs Act
- Why A Roth Conversion May Be A Bad Idea Even If Taxes Are Higher In The Future
- Using Systematic Partial Roth IRA Conversions and Recharacterizations to Fill the Lower Tax Bracket Buckets
