Many high earners assume they’ve been locked out of one of the most powerful retirement savings tools available — the Roth IRA. But with a little financial planning, there are still ways to take advantage of its benefits. In this video, we explore strategies that can help you leverage the Roth IRA, even if your income exceeds the traditional limits.
- 00:09Introduction to Roth IRA benefits
- 00:25Income limits for Roth IRA contributions
- 00:57Introduction to Backdoor Roth IRA
- 01:08Backdoor Roth IRA strategy explained
- 01:24IRA conversion rules and Form 8606
- 01:54401k strategy introduction
- 02:16After-tax 401k contributions explained
- 02:38401k to Roth IRA rollover benefits
- 03:03Final considerations and contact information
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