Follow these step-by-step instructions with screenshots and clear explanation to report your Backdoor Roth in H&R Block tax software.
How To Report 2023 Backdoor Roth In TurboTax (Updated)
Follow these detailed step-by-step instructions with clear explanation and many screenshots when you report your Backdoor Roth in TurboTax.
2023 2024 ACA Health Insurance Premium Tax Credit Percentages
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
Roth Conversion and Capital Gains On ACA Health Insurance
Use this calculator to see the marginal tax rate on Roth conversions and long-term capital gains when you also receive a subsidy on ACA health insurance.
Roth IRA Conversion Does Not Really Convert Your IRA
A graphical illustration of what happens when you do a Roth IRA conversion.
Mega Backdoor Roth: Convert Within Plan or Out to Roth IRA?
When your 401k-type plan allows non-Roth after-tax contributions, you can take the money out to a Roth IRA or convert to Roth within the plan. Either way works.
Conversion Options In Term Life Insurance
Some term life insurance policies offer better conversion options than others. How do you decide whether the better conversion options are worth the higher price?
Mega Backdoor Roth and Access To Your Money Before 59-1/2
You still have good access to your money before age 59-1/2 when you do the after-tax 401k or 403b rolled over to Roth IRA.