Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85 episode artwork

EPISODE · Aug 28, 2025 · 25 MIN

Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85

from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

In this final installment of our Roth IRA miniseries, hosts Eric and Rachael Johns take you beyond the basics and dive deep into advanced Roth strategies that can help you maximize your retirement savings. Whether you're a seasoned investor or just starting to explore Roth accounts, this episode is packed with actionable insights and expert tips.What you'll learn in this episode:-The latest on Roth conversions and how to decide if they're right for you-Strategies for high-income earners, including the backdoor Roth-How to use Roth accounts for tax diversification in retirement-Common mistakes to avoid with Roth IRAs-Real-life scenarios and listener questions answeredDon't miss out on the key takeaways that could make a big difference in your financial future!👍 Like this episode? Subscribe for more accessible, jargon-free retirement advice.💬 Have questions or want us to cover a topic? Drop a comment below!Listen to previous episodes and get more resources at https://equilibriumfp.com/podcast.#RothIRA #RetirementPlanning #PersonalFinance #AccessibleFinance

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Advanced Roth IRA Strategies: Backdoor, Mega Backdoor & Tax-Free Retirement Planning | Episode 85

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