hansen: no one’s too rich for a backdoor roth | the concierge cpa
understand the legal tax hack the irs actually wants you to use.
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the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
in a recent edition of the concierge cpa podcast, host dr. jackie meyer and guest acen hansen delivered a detailed, no-nonsense exploration of using the backdoor roth ira and the mega backdoor roth to harness tax-free growth — particularly for high-income earners and those focused on legacy planning.
a backdoor roth ira isn’t a special new account — it’s a workaround. as dr. meyer, founder of taxplaniq, and hansen, a wealth advisor for legacy wealth management, explain, it allows people who earn too much to contribute directly to a roth ira to still access the benefits of a roth by first contributing to a traditional ira (on a non-deductible basis) and then converting it to a roth ira.
once the funds are inside a roth ira, they grow tax-free and — assuming account and timing requirements are met — distributions in retirement are tax-free.
for high earners with incomes above irs thresholds for direct roth contributions — which, for 2025, prohibit single filers with magi above roughly $165,000 and married couples filing jointly above about $246,000 — the backdoor roth remains a viable path.
