

Everything You Need to Know About the Backdoor Roth IRA in 2024
Dec 14, 2023
Explore the benefits of a Roth IRA and the strategy of a backdoor Roth IRA for high-income earners. Learn about maximizing contributions through the chunking strategy and the importance of planning and gifting Roth IRAs. Enjoy a trivia game on Steven Spielberg's movies and a Christmas movie quiz.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Exploring the Benefits and Strategy of Roth IRA
01:50 • 2min
Backdoor Roth IRA: Eligibility and Benefits
03:27 • 15min
Maximizing Backdoor Roth IRA Contributions through Chunking Strategy
18:15 • 9min
Importance of Planning and Gifting Roth IRAs
26:56 • 2min
Importance of Doing a Roth IRA for Yourself and a Christmas Movie Quiz
28:47 • 2min