Backdoor Roth IRA: How High Earners can Maximize Tax-Free Growth in 2025

Описание: The Backdoor Roth IRA remains a valuable strategy in 2025 for high earners seeking to grow tax-free retirement savings. In this updated video, we walk through the step-by-step process, highlight key planning considerations, and share common mistakes to avoid. Whether you're aiming to reduce long-term tax liability or increase your retirement savings, this guide is built to help you execute the Backdoor Roth IRA with confidence.

If you or someone you know could benefit from this information or the other services our firm offers, we invite you to contact our team for a complimentary consultation where we will review your financial situation to determine opportunities for optimization from an employer benefits, executive compensation, investment, tax, estate, and retirement planning perspective.

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In this video, we cover:
(00:00) Intro
(00:16) About Us
(00:38) What are IRAs
(01:10) Traditional IRA vs. Roth IRA
(02:34) Eligibility for contributions
(04:40) Other benefits of Roth IRA assets
(05:18) Example
(07:00) How Backdoor Roth IRA is reported
(07:33) Pitfalls in Backdoor Roth IRA
(09:30) Closing thoughts

IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.