EPISODE · Feb 5, 2026 · 56 MIN
#190 - All about "backdoor" Roth contributions
from Retirement Planning Education, with Andy Panko · host Andy Panko
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of angles and gotchas to watch out forLinks in this episode:IRS Form 8606 - hereCongressional meeting summary from December 2017 meeting on the Tax Cuts and Jobs Act - hereTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected]
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What this episode covers
Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of angles and gotchas to watch out for Links in this episode: IRS Form 8606 - hereCongressional meeting summary from December 2017 meeting on the Tax Cuts and Jobs Act - here Tenon Financial monthly e-newsletter - Retirement Planning InsightsFac...
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#190 - All about "backdoor" Roth contributions
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