Search found 2 matches

by CVGCPA
Wed Jan 11, 2017 4:40 pm
Forum: Personal Finance (Not Investing)
Topic: Backdoor Roth Question
Replies: 3
Views: 313

Backdoor Roth Question

I just recently learned about the backdoor Roth from this forum. In order to avoid the pro-rata rule, I had to roll my pre-tax IRA into my workplace 401k. I completed this in 2017. Since I am still in the window to make a 2016 contribution ... my question is whether I can make that contribution now ...
by CVGCPA
Tue Jun 07, 2016 12:16 pm
Forum: Personal Finance (Not Investing)
Topic: Northwestern Mutual Disability Insurance
Replies: 0
Views: 396

Northwestern Mutual Disability Insurance

I have read several discussions on this board and general consensus is that NM's DI policies are inferior to Guardian, primarily due to the lack of a true "own occupation" definition. Speaking to an NM agent who is trying to sell me a DI policy, he told me that they can offer me an "E...

Go to advanced search