Like any other financial planning strategy, a Roth IRA is not a one-size-fits-all solution. Therefore, a suitability assessment will determine if the Roth IRA is the right choice for you. If a Roth IRA is suitable for you but your income prohibits a direct contribution, a Backdoor Roth might be the right way to go. A thoughtful discussion with your financial planner is a good idea and this method is a great way to begin the conversation.
© Copyright 2020 | Shamrock Wealth Management | All Rights Reserved
We use cookies to help give you the best experience on our site. If you're okay with that, keep browsing.
Read our cookie policy here.