• Backdoor Roth IRA

  • Jan 4 2022
  • Length: 13 mins
  • Podcast

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Backdoor Roth IRA

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  • Summary

  • "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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