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Roth accounts can be a valuable piece of your financial puzzle. They offer exceptional tax advantages and a great way to save for retirement. We’ll talk about Roth IRAs and Roth 401(k)s, and how to make them work for you. Important topics include contribution amounts allowed by law, income limits for contributors, and timing of contributions. Also, how do you get money into these? We’ll discuss the rules for contributions, conversions, the Backdoor Roth, and the Mega-Backdoor—and why the benefits are worth all the trouble.
About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns and teaches courses in financial planning and income tax.