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المحتوى المقدم من Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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#11 - Pro-Rata Rule: What is the Pro-Rata Rule? How to make backdoor Roth contributions when you already have Traditional IRA funds. | Listener Question

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Manage episode 405997458 series 3530453
المحتوى المقدم من Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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Are you navigating the murky waters of Roth IRA contributions with an income that just won't play nice with IRS limits? Have no fear; Ryan Nelson from Alchemy Wealth Management joins Host Aaron Hoisington, to cast a lifeline of clarity. In our enlightening conversation, we dive into the 2024 income limits for those who are single and those who have tied the knot, offering a beacon of guidance for phased eligibility and contributions. Plus, we open the lid on the backdoor Roth IRA, a savvy option for high earners to bypass these income restraints and continue contributing to their financial future.
When listener Adam shared his dilemma of hitting the income ceiling for Roth contributions, it set the stage for a masterclass in IRA strategies, tailored for the financially astute. You'll witness Adam's journey as he weighs the decision to pause Roth contributions and explores a Roth conversion to facilitate future contributions, all while keeping an eye on the tax implications. This episode is more than just informative—it's a practical guide filled with relatable analogies and insightful discussions designed to help you invest with confidence. Bear in mind, though, while we're here to educate and hopefully entertain, we always recommend consulting with a professional to navigate your unique financial landscape.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com
And, as always, STAY THE COURSE!

  continue reading

فصول

1. Navigating Roth IRA Contributions and Conversions (00:00:01)

2. Roth IRA Conversion and Backdoor Strategies (00:11:49)

3. Personal Finances (00:17:10)

25 حلقات

Artwork
iconمشاركة
 
Manage episode 405997458 series 3530453
المحتوى المقدم من Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Ryan Nelson & Aaron Hoisington, Ryan Nelson, and Aaron Hoisington أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Send us a Text Message.

Are you navigating the murky waters of Roth IRA contributions with an income that just won't play nice with IRS limits? Have no fear; Ryan Nelson from Alchemy Wealth Management joins Host Aaron Hoisington, to cast a lifeline of clarity. In our enlightening conversation, we dive into the 2024 income limits for those who are single and those who have tied the knot, offering a beacon of guidance for phased eligibility and contributions. Plus, we open the lid on the backdoor Roth IRA, a savvy option for high earners to bypass these income restraints and continue contributing to their financial future.
When listener Adam shared his dilemma of hitting the income ceiling for Roth contributions, it set the stage for a masterclass in IRA strategies, tailored for the financially astute. You'll witness Adam's journey as he weighs the decision to pause Roth contributions and explores a Roth conversion to facilitate future contributions, all while keeping an eye on the tax implications. This episode is more than just informative—it's a practical guide filled with relatable analogies and insightful discussions designed to help you invest with confidence. Bear in mind, though, while we're here to educate and hopefully entertain, we always recommend consulting with a professional to navigate your unique financial landscape.

Find "Your Fiscal Physical" the book on Amazon at: rb.gy/3shpfk

If you have suggestions or feedback, please email us at: Podcast@AlchemyWealth.com
And, as always, STAY THE COURSE!

  continue reading

فصول

1. Navigating Roth IRA Contributions and Conversions (00:00:01)

2. Roth IRA Conversion and Backdoor Strategies (00:11:49)

3. Personal Finances (00:17:10)

25 حلقات

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