Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039

September 26, 2020

Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039

Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions.

(8:38) Georgette asks a question about the lifetime estate tax exemption.

(21:55) George wonders what the best way to locate an old 401(k) is.

(38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year.

(43:21) A Californian would like to discuss “Backdoor Roth” contribution strategies.

Podcast: Play in new window | Download (Duration: 1:07:05 — 30.4MB)

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