Vol. 01 · Issue 04

The Smart Money — Weekly personal finance dispatches

Personal finance for people who want to be great with money — written by the friend who already is.

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Backdoor Roth

What it is

A two-step move — contribute to a nondeductible Traditional IRA, then convert it to a Roth — used by people whose income is over the direct Roth contribution limit.

What it really means

Legal. Boring. Should be an annual reminder on your calendar if you're above the income cap. The pro-rata rule is where people mess it up.

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