A Roth IRA is a great retirement savings vehicle with multiple tax benefits. However, income limits exist where yours may be too high to contribute directly to one.

Good news! There is another path to the Roth IRA through what’s commonly called the Backdoor Roth IRA. Our Managing Partners Todd Youngdahl, CFP® and Maura Schauss, CFP® will walk you through an overview on how to contribute to a Roth IRA. Complexities do exist, so connect with us should you have specific questions on how this savings vehicle could work for you.

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ABOUT WASHINGTON WEALTH ADVISORS
Washington Wealth Advisors is a fee-only registered investment advisory firm serving busy families, executives, women building wealth, and small business owners. We provide Wealth Advisory Services—financial planning coupled with asset management—guided by a personalized investment strategy based on each client’s unique goals. Our fiduciary approach, independent advice, and proactive investment management help to support our clients’ overall financial peace of mind.

PLEASE NOTE: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Washington Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services….(read more)

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