Backdoor Roth IRA Explained (How It Works + Saves You Taxes)
11.1 هزار بار بازدید -
2 سال پیش
-
Backdoor Roth IRA Explained (How
Backdoor Roth IRA Explained (How It Works + Saves You Taxes)
In this video, we’ll cover the Backdoor Roth IRA -- this is a strategy that can be a great way to get more money into your after-tax Roth IRA when you're over the IRS income limits. However, there's one key that not enough people talk about...the Pro Rata Rule! We'll go over everything Backdoor Roth IRA!
✍️ HELPFUL LINKS ✍️
✦Learn more about Wealthfront 👉 https://bit.ly/3sQZiJR
✦Have trouble deciding which IRA is right for you? 👉 https://www.wealthfront.com/ira-calcu...
🕒 TIMESTAMPS 🕒
00:00 – Intro
00:39 – What is a Backdoor Roth IRA?
01:00 – What is a Roth IRA?
02:30 – How a Backdoor Roth works
03:52 – Who it’s best for
05:00 – How to determine taxes from this
06:50 – how to do this with Wealthfront
Disclosure
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors to discuss tax-related matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.
Sources
https://support.wealthfront.com/hc/en...
https://support.wealthfront.com/hc/en...
https://www.investopedia.com/terms/b/....
In this video, we’ll cover the Backdoor Roth IRA -- this is a strategy that can be a great way to get more money into your after-tax Roth IRA when you're over the IRS income limits. However, there's one key that not enough people talk about...the Pro Rata Rule! We'll go over everything Backdoor Roth IRA!
✍️ HELPFUL LINKS ✍️
✦Learn more about Wealthfront 👉 https://bit.ly/3sQZiJR
✦Have trouble deciding which IRA is right for you? 👉 https://www.wealthfront.com/ira-calcu...
🕒 TIMESTAMPS 🕒
00:00 – Intro
00:39 – What is a Backdoor Roth IRA?
01:00 – What is a Roth IRA?
02:30 – How a Backdoor Roth works
03:52 – Who it’s best for
05:00 – How to determine taxes from this
06:50 – how to do this with Wealthfront
Disclosure
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors to discuss tax-related matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.
Sources
https://support.wealthfront.com/hc/en...
https://support.wealthfront.com/hc/en...
https://www.investopedia.com/terms/b/....
2 سال پیش
در تاریخ 1401/03/02 منتشر شده
است.
11,176
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