Contributing to my Roth IRA via the Backdoor Method on Charles Schwab (2026)

Описание: Hi friends! In this video, I share steps on how to complete a Backdoor Roth IRA on Charles Schwab since it's a bit different from my previous tutorial. This method allows you to contribute to your Roth IRA even if your income exceeds the MAGI limit.

Previous Backdoor Roth IRA Tutorial:    • How to Set Up a Backdoor Roth IRA on Charl...  

Helpful resources on Backdoor Roth IRA:
📖 Backdoor Roth - Is it right for you: https://www.schwab.com/learn/story/ba...

My fav financial apps:
✨Monarch Money: https://bit.ly/3LQM1O9
✨ProjectionLab: https://bit.ly/41rTxo0
✨Wealthfront: https://bit.ly/3Bjkhwj
✨SoFi: https://bit.ly/3N4Yj5G
✨Charles Schwab: https://bit.ly/40q9tGo

Free Net Worth Template: https://beacons.ai/amandayang

Timestamps:
0:00 Welcome!
0:37 2026 MAGI Limits for Roth IRA
1:00 How it works
1:10 Charles Schwab Demo
3:36 Invest your contribution!
4:16 Alternative method to backdoor/Roth conversion

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📧 [email protected]

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👋🏻 About Me
Hi, I’m Amanda! I’m in my late 20s, part of a DINK household, and my husband and I both work in tech. We’re on a journey to reach financial independence so we can have more freedom and flexibility without feeling tied to a traditional job. On this channel, I share real numbers, savings strategies, and investing insights. Whether you're just starting or already on your FI journey, let’s navigate this together!

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