A Mega Planning Opportunity for High-Income Clients: the Mega Backdoor Roth by Janelle Fumerola and Alyssa Yocom
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Pdf Summary
mega backdoor Roth strategy
high-income clients
after-tax savings
tax-free investing
qualified plan
Roth IRA
cash flow
retirement plan deferrals
solo 401(k) plans
taxable investment income
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