Skip to main content

  • Home
  • About 
    • An Integrated Solution
    • Our Team
    • Referrals
  • Our Services 
    • What We Do
    • Investment Consulting
    • Advanced Planning
    • Tax Management
    • Investment Philosophy
    • Advance Planning Philosophy
    • Fee Structure – Our Value to You
  • Resources 
    • WealthMatters Blog
    • Market Reports
    • Videos
    • Recommended Reading
  • Client Login
  • Contact

Covid-Notifications

We Are Here for You: Desmond Wealth Management Response to COVID-19   Read More

Desmond Wealth Management, Inc.

 

WealthMatters
Blog

    You are here

  1. Home
  2. Archived Blog
  3. March 2016

March 2016

Back-Door ROTH IRA Strategies

Submitted by Desmond Wealth Management, Inc. on March 10th, 2016

There are several strategies for moving money into tax-free accounts, however, that may not always be the best choice for you.  Having blended retirement accounts make sense when trying to minimize taxes and maximize sustainability.

How to Get Money Into a Tax-Free Account

There are three ways to get money into a tax-free, or ROTH IRA account.

Tags:
  • Retirement
  • Roth IRA
  • Read more

Recent Blog Posts

  • QUARTERLY MARKET REVIEW - Q4 2020
  • COVID-19 Relief Bill Addresses Key PPP Issues
  • An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?

Archived Blog

  • January 2020 (3)
  • December 2019 (5)
  • November 2019 (6)
  • October 2019 (5)
  • September 2019 (4)
  • August 2019 (6)
  • July 2019 (4)
  • June 2019 (4)
  • May 2019 (5)
  • April 2019 (4)
  • March 2019 (5)
  • February 2019 (4)
  • ‹‹
  • 2 of 5
  • ››

Categories

  • Charitable Giving (2)
  • COVID-19 (3)
  • Dividends (1)
  • ESG Investing (1)
  • Financial (16)
  • Financial Planning (4)
  • investment (16)
  • Paycheck Protection Program (1)
  • Planning (7)
  • Portfolio goals (126)
  • Retirement (11)
  • Roth IRA (8)
  • Tax Deductions (1)
  • Tax Planning (3)
  • tax return (19)
  • Traditional IRA (1)
  • Year-End (2)

  Let's Grab Coffee

get our blogs emailed straight to you

Contact Us

Let’s sit down over a cup of coffee and talk.

Phone: (925) 932-1994
Fax: (925) 940-9500
 

Email: Info@desmondwealth.com 

1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596

Get Directions

Subscribe to Our Monthly eNewsletter

* indicates required

View previous campaigns.

 
 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2021 Desmond Wealth Management, Inc. . All rights reserved.

Website Design For Financial Services Professionals