The Back-Door Roth IRA Strategy: Pitfalls and Potential Tax Consequences
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to help a couple who tried to do a back-door Roth IRA on their own. Jessie and D.J. cover the nuances of a back-door Roth and some pitfalls investors can make when reporting it on their tax forms.