1099 Tax Forms and the “Mega Backdoor Conversion”: EDU #2008

February 26, 2020

1099 Tax Forms and the “Mega Backdoor Conversion”: EDU #2008

Chris hosts today’s show with CPA Bob Palechek as they discuss 1099 tax forms and the “mega backdoor Roth conversion.”  This topic is the result of a listener’s email about converting after-tax 401k dollars into a Roth IRA and wondering if he’ll receive a 1099 form from his IRA custodian.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.