The Modern Investor
Written by Human Advisors, for Human Investors
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- Annual Letters 1
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- Investing 38
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- Retirement Plans & Planning 15
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Earn too much for a Roth IRA? Two considerations before you use the ‘backdoor’ Roth IRA.
The backdoor Roth IRA strategy can be an effective way for high-income individuals and families to save for retirement. Be careful to avoid common pitfalls that might create unexpected and unwanted taxes. Consider all your options and try to think holistically about retirement – few if any solutions are one-size-fits-all.