Here’s the big question to ask yourself before starting a “backdoor” Roth IRA strategy. Do you already have other IRAs? In this video, Forbes Best-In-State wealth manager Cary Stamp, CFP® explains how the Backdoor Roth Pro-Rata Rule impacts the tax efficiency of the backdoor Roth IRA, and provides the potential solution! TRANSCRIPT: I’m Certified Financial…
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Cary Stamp, Daniel Roth, Robert S. Taylor and Frank Francese are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network, Member www.finra.org www.sipc.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Josh Weller is an Investment Adviser Representative with/and offers Advisory Services through Commonwealth Financial Network, a Registered Investment Adviser registered in all 50 states. As Investment Adviser Representatives of Commonwealth Financial Network, Josh Weller can offer advisory services nationwide.
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