Backdoor Roth IRA: Everything You NEED to Know скачать в хорошем качестве

Backdoor Roth IRA: Everything You NEED to Know

Backdoor Roth IRAs are valuable retirement vehicles for high-income earners. This video guides you through everything you need to know. Want to BETTER Protect & Grow Your Life Savings? Go here👉 https://SpicerCapital.com/Learn-More ------------------------------------------------------------------------------------------ If you're new to my channel... Welcome! My name is Stephen Spicer. 👋 I'm a… ✅ Certified Financial Planner™ ✅ Accredited Estate Planner ✅ Chartered Life Underwriter ✅ Certified Long-Term Care Specialist ✅ Fiduciary advisor (on 2 levels: professionally, via the CFP Board; and legally, via government regulators) ✅ I’ve helped 100s of clients ✅ Over 15 years in the industry 🏆 The goal of my advisory firm, Spicer Capital, (and this channel) is to help you not get killed by taxes ☠️ and to overcome the significant risks to which mainstream investment advice leaves you exposed. 💣 If you're not familiar with those risks, well... you should be! 💥 That's the reason I wrote Stop Investing Like They Tell You.📕 (https://amzn.to/40kg7ec) 🥇 I believe the reason it hit 1 on WSJ's bestseller list is because, deep down, people know something is not quite right with the stock-and-bond-only portfolio. Send me an email, I'd love to share a free copy with you! 👍 At Spicer Capital, we are wealth managers helping you with everything financial planning, from cash flow to estate to tax to investment optimization. If you'd like to learn more and schedule a time to meet with an advisor, visit us at https://SpicerCapital.com/Learn-More. --- #rothira #retirementplanning #retirementpreparation TIMESTAMPS: 0:00 - Backdoor Roth IRAs 0:38 - Why Backdoor Roth IRAs Exist 1:34 - How Backdoor Roth IRAs Work 2:36 - How Backdoor Roths Should Show on Your Tax Return 4:11 - Biggest Mistake: Form 8608 4:40 - IRA Aggregation Rule 7:54 - Nuanced Considerations 10:20 - Biggest Limitation for Backdoor Roth IRAs DISCLAIMER: Spicer Capital, LLC is an RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions. See all our disclaimers and disclosures here: https://spicercapital.com/disclosure.