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September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!

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Manage episode 376231861 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week's show gets into how a Backdoor Roth actually works (and whether it's actually legal), the mechanics of a target date fund, and a notable stock spin-off.
To have your question featured on the next mailbag episode, email us at checkyourbalances@outlook.com.

  continue reading

184 episodes

Artwork
iconShare
 
Manage episode 376231861 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week's show gets into how a Backdoor Roth actually works (and whether it's actually legal), the mechanics of a target date fund, and a notable stock spin-off.
To have your question featured on the next mailbag episode, email us at checkyourbalances@outlook.com.

  continue reading

184 episodes

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