What happens when you make too much money to contribute to a Roth IRA? In today’s episode, we open the mailbag to answer a listener’s question about what tax-advantaged opportunities exist when a Roth isn’t on the table. Frank breaks down several smart alternatives that can still give you the tax-free growth you’re looking for, including backdoor Roth conversions and Health Savings Accounts (HSAs).
Here’s what we discuss in this episode:
📤 Converting after-tax 401(k) contributions
🏥 How an HSA can serve as another powerful tax-free savings vehicle
📚 The importance of getting professional guidance to avoid costly mistakes
HSA YouTube video:
https://www.youtube.com/watch?v=CH1VTgjCo8Y
Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
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Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
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