May 15, 2023
Throwback to “Backdoor Roth and Cream In The Coffee” episode, in which Steven’s guest was advisor Matthew Jarvis of The Perfect IRA. In addition to running his own practice, he’s written a new book,Delivering Massive Value: The Financial Advisor's Guide to a Highly Profitable, Hyper-Efficient Practice.
However, this episode’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule.