The Mega Backdoor Roth may just be the ultimate investment loophole!
In this video, Chaps discusses who SHOULD use it, who CAN use it, and how it works.
Referenced Videos:
– Our Finance Playlist:
Other References:
– Additional MBD Info:
– Additional MBD Info:
– MBD Tax Forms:
Timestamps:
00:00 – Intro & Background
00:49 – Who SHOULD use the MBD?
02:28 – Who CAN use the MBD?
03:05 – How the MBD Works
04:53 – Being Tax Efficient
06:00 – Transfer Frequency
07:35 – Potential Traps
08:41 – Legal Implications
09:44 – Wrap-Up & Closing Comments
Social Links:
*Disclaimer*
I am not a financial professional. Nothing discussed in this video should be considered legal advice or financial advice. It is purely an informative take on my interpretation of my findings….(read more)
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