Description

Are you a business owner looking to maximize your retirement savings while minimizing your future tax burden? In this episode, we dive deep into the benefits of using a Roth IRA. We discuss contribution limits, how to utilize the "backdoor" Roth IRA conversion, the flexibility it can provide in having access to your contributions, and much more!

We cover:

• What is the Roth IRA and how is it taxed
• How to take tax-free withdrawals in retirement
• How high-income earners (above the phaseout limit) can still use the Roth IRA
• What are the benefits for your beneficiaries
• Flexibility and having access to your contributions

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We help business owners:

→ Understand the complexity of navigating a business transition

→ Assess their level of preparedness from a financial, tax, and legal perspective

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

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