Wealth Counsel Presentation: Last week I gave a presentation and continuing legal education class, What Every Lawyer and Advisor Needs to Know About Self Directed IRAs, to the Arizona Forum of Wealth Counsel. This was a mighty fine group of lawyers and they even bought all of the books I brought. Thanks guys. Here’s a copy of the slides from the presentation to anyone who is interested. WHAT EVERY LAWYER AND ADVISOR NEEDS TO KNOW ABOUT SDIRAs Wealth Counsel …
Back Door Roth IRA Rules and Steps
Roth IRAs can be established and funded for high-income earners by using what is known as the “back door” Roth IRA contribution method. Many high-income earners believe that they can’t contribute to a Roth IRA because they make too much money and/or because they participate in a company 401k plan. Fortunately, this thinking is wrong
