Want to build tax-free wealth even if your income is too high for a Roth IRA? In this episode, Mindy Jensen and Scott Trench are joined by CPA’s Amanda Han and Matt MacFarland. They break down the Backdoor Roth IRA and Mega Backdoor Roth strategies step-by-step.
You’ll learn how the Backdoor Roth works, how to avoid costly tax mistakes, how the pro-rata rule can impact your conversion strategy, and when the Mega Backdoor Roth may allow you to contribute tens of thousands of additional dollars to Roth accounts each year.
Whether you’re pursuing FIRE, optimizing your retirement accounts, or looking for advanced tax planning strategies, this episode covers everything you need to know.
Connect with Amanda Han and Matt MacFarland
- Website: https://www.keystonecpa.com/pages/about-us
- Instagram: https://www.instagram.com/amanda_han_cpa/?hl=en
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- Kick start your financial independence journey with our FREE financial resources – https://biggerpocketsmoney.com/
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We believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order!
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