A backdoor ROTH IRA may be a smart retirement assets accumulation strategy for some people. Watch this video to see if it makes sense for you.

I’m a financial advisor with decades of experience. I’ve worked with thousands of clients and I use this outlet to share the lessons I’ve learned with you so you could become financially fit. I’ve written many articles for CNBC and I’ve been quoted in The New York Times, Barron’s MarketWatch, Morningstar, MSNBC, The Street, Acorns, and others. Click here for my latest in the news: I also write a weekly email blast that is unlike anything else you’ll ever read. I write pretty cool stuff, If I may say: Email me to join my email distribution list. I email once per week and I never, ever share or sell anyone’s email address: MGoldberg@ClientFirstStrategy.com My videos are all about financial education. Financial planning, Investing, budgeting, saving for college, retirement planning, social security claiming strategies, 401k rollovers, ROTH IRA’s, paying down debt, etc. The goal is for you to be better off every time you watch any of my videos.

Getting started in saving and investing for beginners, IRA distribution strategies for boomers, and getting Gen X ready to enter their home stretch before retirement are just some of the topics that I dive into. What are the best investments for beginners? Should you invest in individual stocks? Are investing apps like Betterment and Wealthfront good places to invest? When should you hire a financial advisor? You have questions, I have answers. That’s what my YouTube channel is all about.

Here are a few recent videos: 1. 529 Plan lower Financial Aid? 2. How should baby boomers invest? 3. Risk Tolerance Explained! I’m super active on LinkedIn, so if you’re on it, please send me an invitation to connect: For more information, please check out our website www.ClientFirstStrategy.com…(read more)

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