Tax Relief with Logan Allec, CPA

15 ROTH IRA MISTAKES You Never Want to Make! Pro-Rata Rule and More!

• Logan Allec

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 19:55

Roth IRAs are a great way to invest with tax-free growth, but with a tax benefit this good, there are definitely some pitfalls to watch out for.  In this episode I break down 15 of the worst IRA mistakes I've seen as a CPA.  Whether it's contributing too much to a Roth or not understanding the backdoor Roth IRA rules correctly (including the pro-rata rule), you definitely want to avoid these Roth IRA blunders to maximize your retirement investing.

Other Videos Mentioned:
- Traditional vs. Roth IRAs: https://youtu.be/kUiY-QnrSu8
-  How to Open Up a Backdoor Roth IRA With Vanguard: https://youtu.be/oSfHF-WUb6k
- The Allec Family Vlog: https://youtube.com/TheAllecFamily

Programs (Use Coupon Code YOUTUBE for 50% Off!):
🎓 Prosper: https://www.loganeducation.com/prosper

Free Downloads:
💸 75 Ways to Save an Extra $100 This Month: https://www.loganeducation.com/75-way...
🤑 15 Referral Programs That Make Me Over $20,000 a Month: https://www.loganeducation.com/15-ref...