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Mega Backdoor Roth Guide
Investing DiversiFi Capital Investing DiversiFi Capital

Mega Backdoor Roth Guide

In this post, we’ll dive into what the Mega Backdoor Roth is, how it works, what to consider before investing, potential tax benefits, and the next steps you should take if you are interested in investing.

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Guide to Gifting Rules for Parents
Investing DiversiFi Capital Investing DiversiFi Capital

Guide to Gifting Rules for Parents

In this post, we will summarize what qualifies as a gift, strategies for maximizing your gift’s impact, and key considerations when assisting your children financially at different points of their lives.

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Net Worth Calculator
Investing, Tax DiversiFi Capital Investing, Tax DiversiFi Capital

Net Worth Calculator

Net worth is a key component of financial planning—it is the foundation for budgeting, retirement modeling, and investing. Use our net worth calculator to gain a better idea of your net worth!

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