Podcast #194 - The Backdoor Roth IRA Made Easy

Awesome episode!thanks.

Easiest way to avoid Pro-Rata Rule is to move Trad IRA funds into current 401k (assuming you have a current 401k to roll it into)....or of course you could simply pay the taxes and convert IRA to Roth. Great video, Jim! Love this topic

That SoFi ad was a bit... different.

Any reason you leave veterinary students out of the loop? They often need as much, if not more help with financial literacy.

Thank you so much! Can you put the book link in your description section?

Good Luck with that!

Can I get on a list to be the champion of my incoming first year class of 2025?

Dude, not a good idea to advertise for SoFi. Refinancing from a federal to a private loan can be financially disastrous for many doctors. Doctors can save tens of thousands, or even hundreds of thousands of dollars by taking advantage of Public Service Loan Forgiveness. If they refinance with SoFi, they are ineligible for PSLF and they end up paying way, way more on their loans.

Thanks for everything you do!