051: Mistakes Vets Make with Roth IRAs

Roth IRAs are powerful tools, but they can be tricky to navigate. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, share the top mistakes they’ve seen veterinarians make when it comes to Roth IRAs. From earning limits to backdoor Roths and knowing when a Roth IRA isn’t the best fit, you’ll get clear, practical advice to feel confident about your financial future.Key moments:03:31 Roth IRA earning limits and how they impact your ability to contribute11:21 The biggest mistake vets need to avoid with backdoor Roth IRAs16:04 The downsides of contributing post-tax money to a traditional IRA23:30 Filing taxes as married filing separately can block Roth IRA eligibility28:28 Situations where a Roth IRA isn’t the best fit and better alternatives to considerInterested in financial planning built for veterinarians?Learn more or book a free intro call at allvetfinancial.com