Directed IRA Podcast

Your Questions: Roth Conversions and Backdoor Roth IRA

December 07, 2023 Mat Sorensen and Mark Kohler
Directed IRA Podcast
Your Questions: Roth Conversions and Backdoor Roth IRA
Show Notes

Mat and our Executive Director Nate discuss the intricacies of Roth conversions and contributions, addressing questions related to traditional IRA to Roth IRA conversions, the nuances of the five-year rule, considerations for investment opportunities, and rules governing multi-member IRA LLCs. They delve into scenarios where IRA contributions aren't tax-deductible due to high income and touch upon backdoor Roth IRA strategies.

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