How to Unlock the Backdoor Roth (If You Already Have Money in an IRA!)
0:00 - Intro
01:17 - How to Unlock the Backdoor Roth (the right way!)
03:14 - The Easier Path with an Employer-Sponsored Retirement Plan
04:18 - The Other Situation: Basis Inside the IRA
07:03 - Form 5606: A Commonly Incorrectly-Completed Form
08:04 - Wrap-up
This episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.
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