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All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s
Manage episode 338598469 series 3386110
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Roth accounts are a powerful investment tool that can benefit some people. Whether it is the Roth IRS, Roth 401k, Back Door Roth, or Roth Conversion, these options should be selected based on everyone's own specific financial situation. With so many different Roth Accounts to choose from and all of them having their own small nuances, join Johnathan and Melissa Rankin as they go over 5 Roth Account types and strategies.
Submit questions to the show at Retire@theoremwm.com
-Johnathan Rankin CRPC® CEPA®, Founder & CEO,
- Melissa Rankin - Wealth Management Advisor
Theorem Wealth Management
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CHAPTERS
0:00 - Introduction
1:48 - What is a Roth Account?
3:37 - Roth Account vs Traditional Account
8:25 - Roth Conversions
12:46 - Backdoor Roth IRA
16:17 - Mega Backdoor Roth IRA
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