When You Should Consider a Backdoor Roth IRA

by | Aug 8, 2022 | Backdoor Roth IRA | 7 comments

When You Should Consider a Backdoor Roth IRA




When You Should Consider a Backdoor Roth IRA
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See also  Part 1 of 2: Backdoor Roth IRA Contributions
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7 Comments

  1. we wear the mask

    How much do you charge for a general consultation that includes a Roth conversion?

  2. Jeff Simonis

    Great video and love your show! When it comes to making sure that you don't have other IRAs assets, would that include inherited IRAs as well?

  3. Ian Cullen

    Great video. When you are on the cusp and wait, do you start your tax return to see your MAGI, pause the return, do the back door, and then go back and complete the tax return? This is the one thing I am stuck on. Thanks!

  4. Mark H

    Hi Money Guy. What strategies are available to getting to a Roth 401K before 59 1/2 for early retirement.

  5. Jason Chalanick

    I think the simplest way to look at this is the following. You can't have more than one traditional IRA open. If you do, then you can't do the backdoor roth-ira.

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