Backdoor Roth

“But can’t fund a Roth IRA, I make too much,” or so goes the common objection. And that is partially true. There is a law in the tax code that says once you make a certain amount of money, you are no longer allowed to fund a Roth IRA. At least not directly. The crazy thing is though, the same government has written into the same tax code a way around that obstacle. Specifically, it’s called the backdoor Roth IRA conversion. That’s a big long financial jargon for “yes it’s possible”.


As with anything in the tax code, this is not necessarily a simple process, but we help you take the complexity out of it. If you want to learn more, give us a call.

5 views0 comments

Recent Posts

See All

Making Money in a Bear Market. “You make most of your money in a bear market you just don't realize it at the time.”

At The Weddle Team, we are fully supportive, “rendering to Caesar the things that are Caesar’s.” We are not big fans of rendering more.