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Your Money, Your Wealth — SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
Not scored yet45m·2023-02-07·Money

SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415

Your Money, Your Wealth · 415

With the new SECURE Act 2.0 rules regarding retirement savings contributions, should your company match go into the traditional or Roth 401(k)? Joe and Big Al also discuss whether you can or should do Roth conversions when your company fails non-discrimination testing for highly compensated employees (HCEs), the mega…

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