A simple Roth IRA strategy could trigger unexpected taxes if one overlooked detail is hiding in your retirement accounts. Michelle Anthony breaks down the realities of the backdoor Roth strategy, why it's popular among high-income earners, and the costly mistakes DIY investors often make. From the IRS pro-rata rule and forgotten rollover IRAs to tax diversification and retirement income planning, Michelle explains why retirement taxes require more than a social media tip. Learn how Roth strategies can fit into a broader financial plan and why coordination may be the difference between avoiding and creating future tax headaches.

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