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How the backdoor IRA works.

Many times we encounter clients who simply earn too much to be eligible for the Roth IRA, yet they still want the tax advantages that the Roth IRA provides. One way around the income limits is to do what is called a back door transaction. This allows one with higher income to still build a Roth IRA without "contributing" to it.

We are a wealth management firm that specializes in improving on the traditional buy and hold approach. To use a simple analogy, we do this by treating ones retirement investments as if they were real estate.

For more information call us at 727.492.0314 or visit
www.JazzWealth.com

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Видео How the backdoor IRA works. канала Jazz Wealth Managers
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3 октября 2017 г. 22:56:30
00:09:09
Яндекс.Метрика