✅ Click Here to download the complete flow chart to guide you on making Backdoor Roth contributions the right way. Don’t worry…I won’t ask for your email.
Roth IRAs are a smart way to build tax-free retirement income. But if your income is too high to contribute directly, the Backdoor Roth strategy can be a great workaround — when done correctly.
Unfortunately, I’ve seen too many people, accountants and even advisors trip over the details. The steps seem simple, but there are common pitfalls, including potential pro-rata tax liabilities.
Have questions? I help clients navigate these types of decisions every day. Let’s talk.
This post is for informational purposes only and not individual tax or investment advice. Always consult your own advisor regarding your specific situation.
