The Long Game
The Long Game
Thomas Kopelman and Jacob Turner
The Power of Backdoor Roths and How To Do Them Correctly
12 minutes Posted Dec 22, 2023 at 11:14 am.
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Show notes

For the last episode of this season, I did my first and hopefully last solo episode (with a sore throat).

In this episode, I talked about:

- the power of doing backdoor Roth contributions

- how to properly do them

- why you need all other IRA balances to be $0 at year end

- how to accomplish that and having them be at $0

- the need for form 8606


If you want to read more about that, here is a great blog post I did on this topic before.