#190 - All about "backdoor" Roth contributions

February 5
56 mins

Episode Description

Andy does a deep dive into everything about "backdoor" Roth contributions, which is where you make an after-tax contribution to a traditional/pre-tax account, and then convert it to a Roth account. Looks simple on the surface, but there are a lot of angles and gotchas to watch out for


Links in this episode:


  • IRS Form 8606 - here
  • Congressional meeting summary from December 2017 meeting on the Tax Cuts and Jobs Act - here



To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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