Backdoor Roth IRA

In this podcast, we sit down with our virtual CFO and host Tom Wadelton and Dave Danic, our Director of Tax to discuss about the BackDoor Roth IRA. Discussing what it is all about, how it can help companies and their tax filing, and carefully outlining the implications when utilized.

Episode 3 of the The Cleared Diagnostics Tax CPA Success Show podcast, hosted by Summit CPA , titled "Backdoor Roth IRA" was published on January 4, 2022 and runs 12 minutes.

January 4, 2022 ·12m · The Cleared Diagnostics Tax CPA Success Show

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Summary

In this podcast, we sit down with our virtual CFO and host Tom Wadelton and Dave Danic, our Director of Tax to discuss about the BackDoor Roth IRA. Discussing what it is all about, how it can help companies and their tax filing, and carefully outlining the implications when utilized.

Episode Description

"And that's what financial planning is all about. (And) My strategy is little bit here, little bit there, you know, if, if everyone just had a strategy to - say, 'I'm going to eliminate a hundred thousand dollars of taxes', everyone would do it. Now, It's just taking little strategies and piecing them together to build wealth and save tax."- Dave Danic

The finer details of this episode :

What is the BackDoor Roth IRA?
How does this impact our taxes?
What should you do to make the most of the BackDoor Roth IRA?

Episode resources

Summit CPA website - www.summitcpa.net
Email us with questions - [email protected]

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