In this video, I explain the potential tax traps of a backdoor Roth conversion, especially when rolling over an old 401k. Learn how to navigate these complexities, avoid unnecessary taxes, and see how I manage my own accounts using a Solo 401k strategy. If you're considering a backdoor Roth conversion, this video is a mustwatch to help you make informed decisions. Don't forget to subscribe for more insights on managing your retirement funds!
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TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
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