In this episode of FIN-LYT by EWA, Jamison Smith and Chris Pavcic demystify Roth strategies covering backdoor Roth IRAs, mega backdoor Roths, and Roth conversions, and explain why now may be the most critical time to take advantage of them.
With tax rates at historic lows and future legislation uncertain, Jamison and Chris walk through how high-income earners and retirees alike can use Roth accounts to minimize taxes, avoid costly required minimum distributions (RMDs), and create more flexible retirement income.
The conversation also explores strategic uses of employer-sponsored plans and side income to fund Roths. From tax efficiency to legacy planning, this episode is full of insights for maximizing long-term financial freedom.
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