Roth IRA Headaches to Avoid

Student Loan Planner

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18d ago 33:30

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Roth IRAs are a fantastic tool for building tax-free retirement wealth, but they’re not without their pitfalls. Uncover common Roth IRA mistakes, like contributing too much, missing key deadlines, or triggering taxes you didn’t expect — and how to avoid them. Already made a misstep? Don’t worry. We’ll walk you through how to fix these mistakes, from recharacterizing contributions and correcting excess contributions to handling IRS notices.

Key moments:

(04:35) Why a Backdoor Roth IRA might be right for you (and the new 2025 phase-out limits)

(10:01) The five steps to completing a Backdoor Roth IRA

(16:32) Common Roth IRA mistakes and how to fix them

(19:27) The Pro Rata Rule and its potential tax consequences

(24:57) Strategies to avoid taxable conversions

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