Client Facing Letter: How The Backdoor Roth IRA Contribution Works

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Client Facing Letter: How The Backdoor Roth IRA Contribution Works

Use this client-facing letter to provide clients with tips using the backdoor Roth IRA contribution strategy
$19.99

Client Facing Letter: How The Backdoor Roth IRA Contribution Works

Use this client-facing letter to provide clients with tips on using the back-door strategy to make  Roth IRA contirbution

This includes an overview of the following. :

  • Income limits on Roth IRA contribution
  • Tracking basis to avoid double taxation
  • the steps fr making a backdoor Roth IRA contribution
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