How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom episode artwork

EPISODE · Jan 30, 2025 · 19 MIN

How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk a more advanced topic: backdoor Roth conversions to convert pre-tax money into a tax-free Roth account. Roth accounts avoid the RMD restrictions that affect retired taxpayers, and allow money to compound tax FREE forever. Learn how to utilize this powerful wealth building tool. 

Episode metadata supplied by the publisher feed · Published Jan 30, 2025

Embed this episode

Ready to play

How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom

0:00 19:44

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of 15 Minutes of Finance?

This episode is 19 minutes long.

When was this 15 Minutes of Finance episode published?

This episode was published on January 30, 2025.

Can I download this 15 Minutes of Finance episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!