Explanation of the steps and pitfalls in doing a backdoor Roth IRA contribution.
Links in this video:
retirement planning Insights –
Taxes in Retirement –
#RothIRA #RothConversion #BackdoorRoth
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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Great informative video.
very clear explanation. Thank you.
Clear explanation with a visual example. Thank you!
Excellent, informative video. I appreciate you posting.
Very informative! Can you please make a video on mega backdoor IRA?
I have a SEP IRA for my business. Would I still be able to open a traditional Ira and do the backdoor roth without getting hit with any penalties or taxes?
Great explanation. I appreciate the clear language and the graphics!
absolutely great explanation, focused and crisp.
Thanks for the clear explanation! Love the coffee and cream analogy for pro rata! You have a new subscriber.
Very clear explanation.
Exceptional. Thank you for covering the Pro Rata rule, too—you explained it so well!
(Found you through the ChooseFI group on FB)