Description
There were two reasons for creating this course: maximizing the tax-free bucket and avoiding common mistakes. In the video below, I compare it to changing oil, emphasizing that even simple tasks can go wrong if not done correctly. The Backdoor Roth contribution is a valuable tax planning strategy, but many people make mistakes. Throughout the course, we will explain who it applies to and its benefits while providing guidance on avoiding errors and correcting them when they occur.
Learning Objectives
1. What is a Backdoor Roth contribution?
2. How can a Backdoor Roth contribution add value from a tax planning standpoint?
3. Who can the Backdoor Roth contribution apply to?
4. What are common mistakes made with Backdoor Roth contributions?