Roth Strategies for High Income Earners

Having a high level of income has it rewards, except in the case of being able to make Roth IRA contributions, where you may be either partially or entirely phased out depending on your income level. Steven A. Boorstein, PharmD, CFP® and Aiden Boorstein cover three ways for high income individuals and couples to get money into their Roth's for tax-free growth and income.

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00:00 Introduction 00:58 Backdoor Roth IRA

01:47 Employer Sponsored Roth Options

02:12 Mega Backdoor

Roth 02:44 Conclusion

Links discussed in episode:

• https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000
• https://www.irs.gov/pub/irs-drop/n-23-75.pdf -https://www.irs.gov/forms-pubs/about-form-8606
• https://mailchi.mp/rockcrestfinancial.com/prospective-client-inquiry

Interested in exploring how a comprehensive flat-fee relationship with a Personal Financial CEO can help you you achieve your goals, guided by your values? Our comprehensive financial planning services are provided for one, all-inclusive flat-fee that includes all planning, coordination, organization, accountability, investment management and advice.

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The information presented in this podcast is intended for informational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only.

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