07/16/2026
You may be seeing the term Backdoor Roth floating around, so we are here to explain it to you!
Make too much to contribute to a Roth IRA directly? There’s a backdoor for that 🚪
Swipe to learn how the Backdoor Roth strategy works — and the one rule that trips people up (looking at you, pro-rata rule 👀).
Not sure if this makes sense for you? Let’s talk.