Financial Symmetry: Balancing Today with Retirement

Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207


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If you have rollover IRA accounts and want to make a backdoor Roth IRA contribution, this episode is for you.

There are several steps involved to handle this strategy in the right way including understanding how you roll the IRA accounts to your 401k.

Today we walk through five considerations you should think through before you implement a strategy to complete your Backdoor Roth contributions.

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFPĀ® and Mike Eklund, CFPĀ®

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