financialRetirement
#RI-69c918f0·4 months ago·
1
“Forgot to file documents for backdoor Roth IRA”
What Actually Happened
I forgot to file 1099-R documents for a few years, causing potential tax issues
What I wish I knew
"To double-check tax implications of backdoor Roth IRA"
Advice to Someone Facing This Now
If I could tell you one thing
"Double-check tax implications before filing"
Regret Index
8/10
Clear regret.
The downsides outweighed what was gained.
The downsides outweighed what was gained.
Advice for Someone Facing This
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
43%
of financial decisions land in the severe band the same as this one.
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