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经常有小伙伴在后台问:

到底怎么弄backdoor Roth IRA呀?8606表格到底怎么填啊?
Backdoor Roth and Mega Backdoor Roth有什么不同啊?
我公司的401k到底好不好啊?我该不该放啊?

离开公司后,我之前的401k该怎么弄啊? 是不是要转出来到IRA啊?

如果我工作之外还有个side job,我可不可以放多份401k?
到底怎么把公司给的401k的benefit全部拿到啊?

如果你也有这些疑问,吃瓜哥给你推荐两个讲座。如果能认真听完,对于退休金知识的掌握,应该就是专业选手水平了。
401(k) plan’s tax optimization strategies
Topic:
  • Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax
  • The tax treatment and optimization strategies of different 401K plans
  • Mega-backdoor 401k and related tax forms
  • 401k conversion, rollover and recharacterization
  • How do you make the most out of your 401(k) plan
Date & Time: Wednesday May 3rd, 2023, 3pm-4pm Eastern Time (12pm-1pm PT) 
Individual Retirement Account (IRA) Tax Optimization Strategies
Topics:
  • Types of IRA
  • The different tax impacts of each IRA plan
  • Strategies for best utilizing IRA plans with tax efficiency
Date & Time: 
Wednesday, May 10th, 2023, 3:00 PM – 4:00 PM Eastern Time (12:00 PM – 1:00 PM PT) 
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