This Backdoor Roth IRA tutorial takes you step by step through the contribution process including Form 8606 & contributing via Vanguard. Get it done right & avoid costly mistakes.
Physician on FIRE breaks out his spreadsheets to calculate and quantify which folks will get the most value from doing backdoor Roth IRAs.
What's the actual dollar value of investing in a taxable account instead of using the backdoor Roth? PoF thinks the true value is less than we think.
Overcontributing to a Roth IRA is just one of many common mistakes I see. Advisors and accountants can miss these details so you'll need to understand them. Learn how to identify the problem and how to fix it.
In this episode we cover disability insurance, loaning money to family members, buying Facebook shares, student loan management, backdoor Roth IRAs, saving on your mortgage rate, whole life insurance, and more.
[Editor's Note: One of my recent ACEP NOW columns concerns the Backdoor Roth IRA. It takes a while to wrap your head around this one, so I don't mind addressing the subject multiple times. I'm still g...