We get a lot of questions about backdoor ROTH IRAs and several of our clients use this strategy. Essentially, it's a strategy used to get money into a tax-advantaged account for people who normally wouldn't qualify. I've studied this strategy enough to know that it's more complex that most people realize. Therefore, in my opinion, the strategy should only be utilized with the advice of a CPA. If you're wondering if you should take advantage of these tax rules, let's schedule a call together with your CPA to see if it's right for you.
Backdoor ROTH IRAs
