Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts

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]. 

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