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The Backdoor Roth IRA & Your Early Retirement

Picture of The Kaizen Team The Kaizen Team Mar 25, 2024 10:15:29 AM

tax planning retirement planning
The Backdoor Roth IRA & Your Early Retirement
 

Have you maximized your Roth IRA? You may be surprised to know there is another way to set aside funds, a backdoor Roth IRA. On Kaizen Time we discuss the income limitations for 2023 and the steps to set up a backdoor Roth IRA. We also highlight the pitfalls and situations where it may not be the best option. Who knows, with this advice you may find yourself retiring early! 

Send us an email: bsb@kaizencpas.com

 

 
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