EPISODE · Apr 25, 2026
Episode 14: The Backdoor Roth Strategy: What High Earners Don’t Know
from Money on the Table · host Tony Layson and Skyelyn Layson
Struggling with income limits that prevent you from contributing to a Roth IRA? This episode breaks down the Backdoor Roth strategy, a perfectly legal loophole that allows high earners to secure tax-free growth for their retirement savings. We’ll walk you through the essential "pro-rata" rules and common tax pitfalls to ensure your conversion is seamless and IRS-compliant.
What this episode covers
Struggling with income limits that prevent you from contributing to a Roth IRA? This episode breaks down the Backdoor Roth strategy, a perfectly legal loophole that allows high earners to secure tax-free growth for their retirement savings. We’ll walk you through the essential "pro-rata" rules and common tax pitfalls to ensure your conversion is seamless and IRS-compliant.
NOW PLAYING
Episode 14: The Backdoor Roth Strategy: What High Earners Don’t Know
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m