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How do I use the Backdoor Roth Conversion?

by | Jan 5, 2023 | Backdoor Roth IRA

How do I use the Backdoor Roth Conversion?




The Backdoor Roth Conversion can be a useful tool for some retirement savers, and it is not that complicated to use properly. However, there are some pitfalls to be aware of before executing. Kevin walks through when to do the Conversion and how to avoid some common problems….(read more)

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See also  Did you know the truth about the 5-year rule for Roth IRAs? When can you withdraw your contributions and gains without taxes or penalties? Is the 5-year requirement necessary? What's the starting point for the 5-year clock? And, is a Roth IRA really tax-deferred? Let's talk about contributions and conversions. - 74th Edition
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