On today’s episode, we’ll give an overview of tax-preferenced retirement accounts, breakdown the mega backdoor Roth strategy, and go over the scenarios where it makes the most sense to utilize.
Topics Discussed:
- Different backdoor IRA strategies.
- The types of tax preference retirement accounts.
- Who has access to backdoor options.
- How much you can contribute and the recent changes.
- Tax planning and diversification options.
Resources Mentioned:
Tags
backdoor roth, mega backdoor roth, IRA, tax accounts, retirement accounts, ER docs, emergency doctors
