OJM's Director of Wealth Advisors, Bob Peelman and Director of Financial Planning Michael Lewellen answer a few important questions regarding the Backdoor Roth IRA Strategy and its recent confirmation by the IRS as an allowable transaction.

Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification

People get more out of life when they can stop worrying about money. 

At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes.

Offices in: Arizona | Florida | Ohio

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People get more out of life when they can stop worrying about money. At OJM, we help improve your life by easing your anxieties about your financial present and future while helping you build and protect your wealth. Our entire firm is dedicated to the achievement of one goal — helping our clients build and preserve their wealth, while reducing taxes. Offices in: Arizona | Florida | Ohio

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Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification

Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification