How a Backdoor Roth Contribution works – bypass income limits!

by | Sep 19, 2022 | Backdoor Roth IRA | 26 comments

How a Backdoor Roth Contribution works – bypass income limits!




What is a backdoor Roth? How does a Backdoor Roth Contribution work? After watching this video you will know the answer! If you make too much money (over the income limit) to contribute to a Roth or to take a deduction for your Traditional IRA, you may still be able to take advantage of the Backdoor Roth IRA contribution. This video explains the tax trick that has been used by thousands over the past few years to get the sweet tax benefits of a Roth IRA even when they make more than the income limit. It avoids the Roth IRA income limit, and avoids the income limit on taking a deduction from a traditional IRA.

It’s different from the so-called Mega backdoor Roth. I explain the difference in this video:

Want to know how to do a backdoor Roth IRA contribution for LAST YEAR? Check it out: …(read more)


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26 Comments

  1. No Dems

    for the first time i get it omg thanks

  2. Puneet Makkar

    great video. how can we do backdoor Roth if we have gains on investment in Traditional IRA (didn't claim any tax deductions) ? thanks

  3. Balaji Jayaprakash

    Can I rinse and repeat this every year? Please help!

  4. venkatesh kannan

    Will, if you will, I will buy you a beer for this amazing video.

  5. Wilson Chow

    If my income exceeds the Roth IRA limit, is it generally better to max out my employer's 401k (I'm doing Roth 401k) before considering a backdoor roth? My employer's available plans are comparable to what I would invest otherwise in a roth IRA. Thanks for your video. This was SUPER helpful.

  6. Ravi Reddy

    Hello.. nice video.. I make money above the limit so I am not eligible to traditional or Roth IRA . I want to contribute after tax 6000 dollars into traditional IRA and then into Roth IRA. Do I need to pay taxes again on $6000?

  7. Lilly Ma

    Hello, can I still contribute after tax money to the Backdoor Roth IRA if I make under 62,000 because I do not want to take the deduction?

  8. Ana Luisa

    When you say immediately convert it over to a Roth IRA, do you just mean make a quick transfer through your broker to the other account?

  9. bymc98

    When I do backdoor Roth, the contribution is not tax deductible. Is the Roth conversion added to my taxable income for the year? If it is added, then I will be taxed twice?

  10. Coy Hoang

    This is such a great video and I only wish I knew about this when I was younger. Great job explaining it. I'm surprised there aren't more 'likes'!

  11. Apollo

    The. Best. Explanation. I've. Seen around the Youtube. Thanks for the great work!

  12. Kelvin Leung

    Great videos – quick question – the amount that you contribute into the traditional IRA for the backdoor, does it need to be contributed in the same tax year that you're doing the back door, or can you do this with an amount that's been sitting in your IRA for a few years? Long story short I have a rollover IRA that has a good chunk of traditional 401k rollovers in it + $5,500 that I contributed one random year (and did not claim tax deductions for). I'd like to roll everything in this traditional IRA account into my current company's 401k (except for $5,500), then use the remaining $5,500 for a back door. Do you know if this is allowed since the amount's been sitting there for a few years, or does it not matter? Thanks

  13. Fred Wang

    Thank you for the step by step explanation.

  14. Sophie

    Amazing and clear explanation!!

  15. Tina T

    Thanks for this video. Beautifully explained.

  16. Habeeb Mohammad

    I'm a visual learner and these videos are absolutely amazing

  17. dpeagles

    I think you explain it better than anyone. This and your video of actually doing it

  18. dpeagles

    Income limits are bullshit. Imo.

  19. Paul

    Does the money I contribute to the traditional before sending to my Roth get added to my income at end of the year or does it stay neutral? Thanks a lot

  20. D N

    Will the backdoor conversion still count to the $6k contrib limit per year

  21. holly kick

    wow this is the best explanation ever.

  22. Jahan Rafie

    Great videos man! Keep killing it!

  23. Ben Phillips

    I AM NOT AN ACCOUNTAING. XD

  24. ElBrisho

    helpful video thank you!

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