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232. Is the backdoor Roth IRA strategy right for you?
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High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A Wiser Retirement® Podcast, Missie Beach, CFP®, CDFA® and Shawna Theriault, CFP®, CPA, CDFA® walk you through backdoor Roth IRAs, how to execute it step-by-step, and why early career planning is crucial for long-term, tax-free growth. From making non-deductible contributions to a traditional IRA to converting it to a Roth IRA, we cover all the essentials you need to know, especially if you've already maxed out your employer-sponsored plans like 401(k)s or 403(b)s.
Podcast Episode Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
YouTube Videos Referenced:
- What makes a Roth IRA better than other IRAs? Which IRA is right for me?
- Roth Conversions: Pros, Cons, and Considerations
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Kapitler
1. Backdoor Roth IRA Strategy Explained (00:00:00)
2. Strategies for Backdoor Roth IRA (00:15:14)
3. Simplifying Retirement Accounts and Strategies (00:23:17)
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