Dec 05 2024 34 mins 6
Roth IRAs are powerful tools, but they can be tricky to navigate. Financial planners Meredith Jones, DVM, CSLP®, AFC®, and David Aizuss, CSLP®, share the top mistakes they’ve seen veterinarians make when it comes to Roth IRAs. From earning limits to backdoor Roths and knowing when a Roth IRA isn’t the best fit, you’ll get clear, practical advice to feel confident about your financial future.
Key moments:
03:31 Roth IRA earning limits and how they impact your ability to contribute
11:21 The biggest mistake vets need to avoid with backdoor Roth IRAs
16:04 The downsides of contributing post-tax money to a traditional IRA
23:30 Filing taxes as married filing separately can block Roth IRA eligibility
28:28 Situations where a Roth IRA isn’t the best fit and better alternatives to consider
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