Are You Making This Roth IRA Mistake?
Автор: Beehive Financial Management
Загружено: 2025-10-15
Просмотров: 4
💡 Thinking About a Backdoor Roth IRA? Here’s What You Need to Know
The Backdoor Roth IRA is often promoted as an easy way for high-income earners to enjoy tax-free growth and tax-free retirement income. But before you jump in, there’s one major catch — the pro rata rule — and it can trigger unexpected taxes if you’re not careful.
In this video, we’ll break down:
✅ What a Backdoor Roth IRA actually is
✅ How the pro rata rule affects your Roth conversion
✅ Common mistakes that lead to surprise tax bills
✅ Smart tax planning strategies to help you avoid costly errors
✅ When it might make sense to use a Backdoor Roth — and when it doesn’t
Whether you’re exploring a Roth conversion, strategic tax planning, or simply want to understand how to grow wealth efficiently, this video will help you make informed, confident decisions.
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