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Pencil illustration of a person reviewing financial documents and a stock market chart, representing the complexities of investment tax planning.
People holding different 1099 forms with a calendar showing the filing deadline.
A globe made of puzzle pieces labeled with tax-related terms.
A person carrying a Traditional IRA enters a Roth IRA through a door labeled "Backdoor Roth IRA."
A colorful block illustration of a chameleon transferring between branches labeled "Traditional IRA" and "Roth IRA."
A person receiving a bonus check, with a speech bubble highlighting Roth IRA contribution limits.
Hand sorting coins, representing the Pro Rata Rule.
A person carrying a "Traditional IRA" bag walking through a "Roth IRA" doorway, bypassing obstacles like "Income Limits."
A globe with a spotlight on California, representing California source income for international businesses.

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