Episode Details
Back to Episodes#190 - All about "backdoor" Roth contributions
Published 3 months, 4 weeks ago
Description
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of angles and gotchas to watch out for
Links in this episode:
- IRS Form 8606 - here
- Congressional meeting summary from December 2017 meeting on the Tax Cuts and Jobs Act - here
- Tenon Financial monthly e-newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com