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The Backdoor Roth IRA: 2 Things You Need to Know, Ep #8
Manage episode 426566424 series 3563386
Chad Chubb and Tyler Olson에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Chad Chubb and Tyler Olson 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A Backdoor Roth allows you to create tax-free growth on some of your excess savings. It gets a lot of attention because it feels like you’re doing something wrong (you’re not, we promise). So what do you need to know about the Backdoor Roth IRA? What errors do we commonly see?
The Backdoor Roth is a fantastic tool. And while converting money into a Backdoor Roth IRA isn’t as complicated as it’s made out to be…there are a few things you should know before you dive in. We’ll talk through those in this episode of Physician Cents.
You will want to hear this episode if you are interested in...- How a Backdoor Roth IRA works [1:12]
- #1:The Pro Rata Rule [3:48]
- #2: The Step Doctrine [7:40]
- Use an accountant the first time [12:52]
- WealthKeel LLC
- Olson Consulting LLC
- Tyler Olson on Twitter
- Chad Chubb, CFP®, CSLP® on Twitter
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