Dollars and Diagrams

Getting Hit By The Back Door

Roth IRA

The Back Door IRA is incredibly popular.  If you aren’t familiar with the strategy, it is essentially this:

???? You contribute to a non-deductible IRA

???? You wait a nominal amount of time & then convert the non-deductible IRA to a Roth.

If you do not have a Traditional (deductible) IRA, this is very straightforward.

If you do have a Traditional IRA, you have to aggregate the value of ALL of your IRA’s to determine how much of the conversion is taxable.

If this still doesn’t make sense, ask for help!

???? Friends don’t let friends do Roth conversions alone.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


financial fortress blueprint
Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

Success! Check your email inbox for next steps!

Pin It on Pinterest