backdoor conversion

The Backdoor Roth Process

The backdoor Roth conversion process is pretty easy to execute, but if you've got existing IRA balances, the process can get tricky.

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A Clean Backdoor Roth Conversion

When it comes to doing a backdoor Roth conversion, it really helps to have things cleaned up, and that doesn't always mean you have to pay a bunch of taxes in the process.

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Which Investment Company To Use?

When it comes to investing, there are plenty of solid companies to consider using. Some of the names are very well known, such as Vanguard, Schwab, Fidelity, etc, but what about the companies with lesser name recognition?

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Is Our Advisor Worth the Fee?

When you're getting charged a pretty hefty fee, and you're not terribly please with the service, it's only natural to wonder if there are better alternatives.

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Backdoor Roth IRA

If you make too much money and are not able to contribute to a Roth IRA, I'm all for implementing the backdoor conversion strategy. But there are some rules associated with pulling it off, and that's what Jeff from Chicago was calling about on the latest BONUS call.

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BONUS call: Roth IRA Conversion

Another week, another BONUS call where we're once again discussing the benefits of using a Roth retirement vehicle. Today's question comes from Marshall (and his daughter) in Virginia.

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