Your Questions: Roth Conversions and Backdoor Roth IRA

Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs.

They delve into scenarios where IRA contributions aren’t tax-deductible due to high income and touch upon backdoor Roth IRA strategies.

Schedule a Free 15-minute new account phone appointment with one of our experienced Senior Account Executives regarding the type of account best for you. https://directedira.com/appointment

To submit your questions, listen, search for prior episodes, or sign up for our Weekly Free Newsletter, visit https://directedira.com/podcast