))
Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
Manage episode 493172028 series 2950605
Content provided by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by W. Ben Utley and Nate Reineke, W. Ben Utley, and Nate Reineke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
If fishing were easy, they’d call it catching. If backdoor Roths were easy, they’d call it a loophole. Listen in as Nate Reineke and Ben Utley answer a cumbersome backdoor Roth question from a physician who fears they made a mistake, but the answer may be simpler than anticipated.
We also answer your colleagues' questions.
Investing Now: A retired physician in Alaska has a large nest egg, and they are concerned about the current economic and political situation. They want to know the best way to invest the cash.
Practice buy-in: A specialist on the East Coast has a buy-in opportunity and is wondering the best way to finance it.
Cash Balance Plan: An interventional radiologist from New Jersey is close to retiring and is curious if a cash balance plan is a good idea.
Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It’s time to make a plan and get on track. To find out if we’re a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing [email protected].
See marketing disclosures at physicianfamily.com/disclosures
130 episodes
Share
