Backdoor Roth IRA in 4 steps!

BACKDOOR ROTH IRA IN 4 STEPS (WITHOUT GETTING INTO TROUBLE WITH IRS) | Thinking about doing a Backdoor Roth IRA? In this quick video, I'll walk you through the process in just 4 simple steps.
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**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) amzn.to/35NH54Z
Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
amzn.to/32GRJbJ
A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) amzn.to/2H7pbzS
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● WHO AM I?
Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps professionals in their 30s and 40s maximize their money and retire by 55. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.
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This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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