Backdoor Roth IRA Contributions (Facebook Live, June 30 2021)

by | Nov 9, 2022 | Backdoor Roth IRA | 5 comments

Backdoor Roth IRA Contributions (Facebook Live, June 30 2021)




Video from Facebook live stream from the Facebook group, “Taxes in Retirement,” from June 30 2021. Explanation of Backdoor Roth IRA Contributions; what they are, how to do them and what to look out for.

To join Taxes in Retirement –

#RothIRA #BackdoorRoth #RetirementPlanning

DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Tenon Financial LLC make any guarantees to its accuracy….(read more)


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5 Comments

  1. MyWasteOfTime

    Pro Rata applies for my 401k

  2. Aaron

    I’ve heard about the step transaction doctrine. Although many convert once funds are available in the IRA. How long should I wait?

  3. Sara R

    Are you familiar with the infinite banking concept

  4. MB Clarke

    This is so helpful!

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