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Backdoor Roth IRA: What It Is, Pros + Cons, and How to Execute

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Manage episode 374395839 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today we're talking about the Backdoor Roth IRA.

Specifically, guest host Jeremy Schneider is sharing:

  • What the Backdoor Roth IRA strategy is
  • Why you should (or shouldn't) pursue it
  • How to execute it the right way

If you're interested in learning more about this unique strategy for getting more money into a Roth IRA, this episode is for you.

***

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

👉 Follow Jeremy Schneider on Instagram

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

📊 Get Your Free Retirement and Tax Analysis

  continue reading

202 episodes

Artwork
iconShare
 
Manage episode 374395839 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Today we're talking about the Backdoor Roth IRA.

Specifically, guest host Jeremy Schneider is sharing:

  • What the Backdoor Roth IRA strategy is
  • Why you should (or shouldn't) pursue it
  • How to execute it the right way

If you're interested in learning more about this unique strategy for getting more money into a Roth IRA, this episode is for you.

***

WANT MORE RETIREMENT PLANNING TIPS?

Join thousands of listeners and subscribe to the Stay Wealthy Retirement Newsletter.

As a thank you, you'll receive a copy of my 2023 Tax Planning Cheatsheet.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

👉 Follow Jeremy Schneider on Instagram

✏️ Grab the Episode Show Notes

📘 Check Out My New Book: More Than Money

📊 Get Your Free Retirement and Tax Analysis

  continue reading

202 episodes

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