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The Mega Backdoor Roth IRA Contribution

  Рет қаралды 22,288

Financial Design Studio

Financial Design Studio

Күн бұрын

What else can you do to set up yourself up for success in retirement? If you've already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy! Not everyone can do this strategy, so watch this video to see what you need to know.
CHAPTERS
0:54 Do you qualify for the Mega Backdoor?
2:10 What are the steps?
5:14 How do these steps work?
8:23 How do you convert your account?
10:00 Key Takeaways
Read about the regular Backdoor IRA Strategy here : financialdesig...
Read our article on the Mega Backdoor Roth Strategy : financialdesig...
We are Financial Design Studio: Michelle, Steve, Rob, and Trevore… a team of financial advisors with a passion to help others design a path towards financial success-whatever that looks like for your life.
Part of our job is to teach people about finances so that they can make educated choices with their money. If you want practical knowledge about how to work with the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you!
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Disclaimer : All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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