Original Air Date: August 26, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some pitfalls investors can make when reporting it on their tax forms. 

Read the Article: https://www.henssler.com/the-back-door-roth-ira-strategy-pitfalls-and-potential-tax-consequences