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Backdoor Roth IRA

Backdoor Roth IRA

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"And that's what financial planning is all about. (And) My strategy is little bit here, little bit there, you know, if, if everyone just had a strategy to - say, 'I'm going to eliminate a hundred thousand dollars of taxes', everyone would do it. Now, It's just taking little strategies and piecing them together to build wealth and save tax."- Dave Danic

The finer details of this episode :

  • What is the BackDoor Roth IRA?
  • How does this  impact our taxes?
  • What should you do to make the most of the BackDoor Roth IRA?

Episode resources

  • Summit CPA website - www.summitcpa.net
  • Email us with questions - tax@summitcpa.net 

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