Global Wealth Advisors
Financial Planning and Investment Management
If you have the option through your employer-sponsored retirement plan to make non-deductible contributions to an IRA after you max out your 401(k) limits, you may be able to use the Backdoor Roth IRA rollover strategy. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II cover the specifics. We also discuss long-standing financial trends, the potential for a Eurozone downturn, and emerging markets debt.
Watch the video podcast version on YouTube
Find it Fast: Backdoor Roth IRA Rollover
Backdoor Roth Strategy
00:00—Intro
1:30—New contribution limits
2:50—After-tax backdoor rollover to Roth IRA for income-restricted investors
8:15—Step rule transaction
Headlines
12:50—Are long-standing financial trends like the 0% interest rates over?
15:00—Is the Eurozone headed for another downturn?
17:02—Emerging markets debt issuance hits a record
19:37—DeepMind using AI to reduce drug development times
Review and Outlook
21:55—Review bold prediction that S&P 500 nearly hit 5,000
22:10—How the market changes during an election year
27:01—Are we currently in a recession?
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
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