Backdoor Roth Conversion Strategy

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Education, Investing, Self-improvement, Business, Real Estate, Money

4.6 • 858 Ratings

🗓️ 7 September 2022

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of DIY Money, Quint and Daniel discuss backdoor Roth conversion strategy and share their thoughts on utilizing it.

Transcript

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0:00.0	Hey, this is Daniel.
0:01.7	Thanks for listening to DIY Money.
0:04.0	If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show.
0:10.4	Now, enjoy the show.
0:16.2	Welcome back, ladies and gentlemen, you're listening to another edition of DIY money.
0:22.7	Do you have a lot of money?
0:24.2	Man, last episode we got on a little bit of a tangent on Rocky.
0:29.5	Yes.
0:30.3	Sorry about that.
0:31.6	No, it's okay.
0:32.4	Yeah.
0:32.7	Oh, forget about it.
0:35.1	But I was going into my whole discussion about how I'm very much looking forward to the fall.
0:41.1	You know the last time I was looking forward to a season?
0:44.0	I remember vividly, 2020, I was looking forward to the spring.
0:52.8	Yeah, how that turned out.
0:54.5	Not great.
0:56.1	COVID, lockdown, everything was terrible.
0:59.1	I remember because I was like, oh, Keenland's going to be open in April, and, you know, the weather's breaking and my running's great.
1:06.2	And I was like in denial in the first couple of months, too, and it happened.
1:10.2	I was like, oh, this isn't going to be short term.
1:12.0	It's not going to happen.
	...

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Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.