Could a Backdoor Roth Strategy Benefit You?

This episode, hosted by Andrew Baron, CFP®, EA, featuring Amanda Herrick Smith, CFP® will dive into the strategy that is a backdoor Roth contribution, and how you may benefit from this strategy in your own planning. First, Andrew explains Roth accounts and how they differ from traditional retirement accounts. Next, Amanda goes into detail specifically about the strategy of a backdoor Roth contribution and the benefits that come along with it. Lastly, Amanda talks about how she has recently worked with clients on Roth conversions based on their individual retirement goals.

There is a lot of information in this episode so make sure to reach out to Andrew or Amanda with questions or comments.

For a full transcript, click here                    Looking for show notes? Find them here