Money Talk For ER Docs™

Ep #172: Breaking Down the MEGA Backdoor Roth


Listen Later

The retirement account landscape can be confusing. But maximizing these savings vehicles is so important for ER doctors seeking financial independence. So when the perfect storm of large savings needs meets tax and retirement planning strategies, the mega backdoor Roth strategy may be the tool to get the job done. 

On today’s episode, we’ll give an overview of tax-preferenced retirement accounts, break down the mega backdoor Roth strategy, and go over the scenarios where it makes the most sense to utilize.

...more
View all episodesView all episodes
Download on the App Store

Money Talk For ER Docs™By ER Doc Advisor

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

12 ratings


More shows like Money Talk For ER Docs™

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,167 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,980 Listeners

Money For the Rest of Us by J. David Stein

Money For the Rest of Us

1,362 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,521 Listeners

ChooseFI by ChooseFI

ChooseFI

5,085 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,432 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

750 Listeners

Millionaires Unveiled by Jace Mattinson, CPA

Millionaires Unveiled

897 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,054 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

433 Listeners

Morning Brew Daily by Morning Brew

Morning Brew Daily

2,969 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

219 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

790 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,577 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

727 Listeners