Roth IRAs are powerful tools, but they can be tricky to navigate. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, share the top mistakes they’ve seen veterinarians make when it comes to Roth IRAs. From earning limits to backdoor Roths and knowing when a Roth IRA isn’t the best fit, you’ll get clear, practical advice to feel confident about your financial future.

Key moments:

03:31 Roth IRA earning limits and how they impact your ability to contribute

11:21 The biggest mistake vets need to avoid with backdoor Roth IRAs

16:04 The downsides of contributing post-tax money to a traditional IRA

23:30 Filing taxes as married filing separately can block Roth IRA eligibility

28:28 Situations where a Roth IRA isn’t the best fit and better alternatives to consider

Interested in vet-specific financial planning?

Schedule a free intro call or email [email protected]

Like the show? There are several ways you can help!

• Follow on Apple Podcasts, Spotify or Amazon Music
• Leave an honest review on Apple Podcasts