Check Your Balances

September Mailbag: Backdoor Roth, Target Date Funds & Spinoffs!


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This week's show gets into how a Backdoor Roth actually works (and whether it's actually legal), the mechanics of a target date fund, and a notable stock spin-off.

To have your question featured on the next mailbag episode, email us at [email protected].

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Check Your BalancesBy Ross Anderson, CFP® and Daniel Messeca, CFP®

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