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Practical perspectives on tax planning, investing, retirement, and making confident financial decisions.
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Retirement Planning
Can Your 401(k) Tax Savings Fund a Backdoor Roth IRA?
High earners: a traditional 401(k) may reduce your current tax bill, and those tax savings can help fund a backdoor Roth IRA if the strategy fits your tax bracket, retirement plan, cash flow, and IRA balances.
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Tax Planning
Is the Backdoor Roth IRA Right for You? The Pro Rata Rule Could Change the Math.
Higher earners considering a Backdoor Roth IRA: learn how the pro-rata rule works and why existing IRA balances can make your conversion taxable.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Galici Financial LLC is a tax advisory and preparation firm and licensed insurance agency which is separate from its role as an investment advisor representative of Portfolio Medics, LLC. Investment advisory services are offered through Portfolio Medics, LLC. Galici Financial LLC and Portfolio Medics, LLC are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial planning/investment advice, nor is it a substitute for financial planning/investment advice. Nothing in this message should be construed as financial planning/investment advice.