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Personal Investments • HCE/mega backdoor Roth risk?

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Take heed, Bogleheads, for March 15th is the deadline for your plan to notify HCEs of a return of contributions. I managed to make two different plans fail testing in 2023. Good luck to y'all.

Statistics: Posted by whodidntante — Thu Mar 14, 2024 9:52 pm — Replies 29 — Views 5654



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