Backdoor Roth IRA Strategy: An Effective Step Toward Tax Diversification


Manage episode 216676807 series 1396173
By OJM Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
OJM's Director of Wealth Advisors, Bob Peelman and Director of Financial Planning Michael Lewellen answer a few important questions regarding the Backdoor Roth IRA Strategy and its recent confirmation by the IRS as an allowable transaction.

59 episodes