Can You BACKDOOR Roth?

Can I Make A Backdoor Roth Contribution?

The following flow chart is meant to act as a guide to help you make these decisions on your own.

If you don’t want to make these decisions on your own, reach out to us directly for help. See the booking link below.

_{Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.}

_{This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.}

_{Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT}

_{Wealth Management and RB Wealth Partners are separate entities from LPL Financial.}