EPISODE · Sep 1, 2021 · 19 MIN
15 ROTH IRA MISTAKES You Never Want to Make! Pro-Rata Rule and More!
from Tax Relief with Logan Allec, CPA · host Logan Allec
Roth IRAs are a great way to invest with tax-free growth, but with a tax benefit this good, there are definitely some pitfalls to watch out for. In this episode I break down 15 of the worst IRA mistakes I've seen as a CPA. Whether it's contributing too much to a Roth or not understanding the backdoor Roth IRA rules correctly (including the pro-rata rule), you definitely want to avoid these Roth IRA blunders to maximize your retirement investing.Other Videos Mentioned:- Traditional vs. Roth IRAs: https://youtu.be/kUiY-QnrSu8- How to Open Up a Backdoor Roth IRA With Vanguard: https://youtu.be/oSfHF-WUb6k- The Allec Family Vlog: https://youtube.com/TheAllecFamilyPrograms (Use Coupon Code YOUTUBE for 50% Off!):🎓 Prosper: https://www.loganeducation.com/prosperFree Downloads:💸 75 Ways to Save an Extra $100 This Month: https://www.loganeducation.com/75-way...🤑 15 Referral Programs That Make Me Over $20,000 a Month: https://www.loganeducation.com/15-ref...
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Roth IRAs are a great way to invest with tax-free growth, but with a tax benefit this good, there are definitely some pitfalls to watch out for. In this episode I break down 15 of the worst IRA mistakes I've seen as a CPA. Whether it's contributing too much to a Roth or not understanding the backdoor Roth IRA rules correctly (including the pro-rata rule), you definitely want to avoid these Roth IRA blunders to maximize your retirement investing. Other Videos Mentioned: - Traditio...
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15 ROTH IRA MISTAKES You Never Want to Make! Pro-Rata Rule and More!
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