What Is A MEGA Backdoor Roth IRA?

Backdoor Roth IRA’s are an IRS sanctioned method for high income taxpayers to fund a Roth IRA even if their income is higher than the maximum IRS allows for regular Roth IRA contributions. Non-deductible traditional IRA contributions can be rolled to your Roth IRA. Be sure to consult with your certified financial planner to learn more about this process as with everything there are rules and regulations that need to be correctly followed to properly leverage a Backdoor Roth IRA as a financial tool.

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Anders Wealth Management is an objective and trusted Investment Advisor.

Investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each client’s time horizon, financial goals, and ability or need to take risk. Portfolio management service includes meetings with the client, portfolio implementation, and access to Anders Wealth Management during the year for financial needs as clients bring them to my attention. I primarily employ Dimensional Fund Advisors (DFA) and Vanguard families of funds, while occasionally implementing others.

Tina has been investing since 1983. She is a Certified Financial Planner™, a Registered Investment Advisor and has a Series 65 license ~ Uniform Investment Advisor Law Exam. Tina received a graduate certificate in Personal Financial Planning, awarded with distinction, from the University of California, Berkeley, then went on to pass the Certified Financial Planner Board of Standards (CFP®) exams. Tina is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACPlanners). She is located in Petaluma, CA. Tina taught Algebra in Petaluma for fourteen years prior to her financial planning career. She enjoys reading, cycling, traveling and yoga.

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