Demystifying Backdoor Roth IRA for Military Families

*Preapproved for 1 hour of AFCPE®, 1 MQFP® CEU and 1 hour of CFP® CE

Whether it’s during the transition to civilian employment or because combined spouse income is too high, many military families miss out on Roth IRA tax-advantaged savings.

Backdoor Roth IRA is a technique that can help families continue to build wealth for their future and suppress their lifetime tax bill.

Brian will help savers and practitioners understand the benefits of Backdoor Roth IRA, the alternatives, the technical details, and the “gotchas” to avoid!

Speakers