Techie Personal Finance Bootcamp

Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs

November 17, 2023 Lucas Casarez CFP® Season 5 Episode 9
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
Techie Personal Finance Bootcamp
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Techie Personal Finance Bootcamp
Understanding Your Taxes: Retirement Accounts & Backdoor ROTHs
Nov 17, 2023 Season 5 Episode 9
Lucas Casarez CFP®

In this episode, you'll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to correctly make Backdoor ROTH contributions.


  • What Is A Traditional Retirement Account 
  • What Is A ROTH Retirement Account
  • Do I Make Too Much To Contribute To Certain Retirement Accounts
  • What Is A Backdoor ROTH
  • Can I Make a Mega Backdoor ROTH Contribution

https://www.techbychoice.org/donate

https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/

https://the-collab-lab.codes/

https://www.levelupfinancialplanning.com/a-co-founders-journey-to-starting-the-collab-lab/

https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf

https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/

Show Notes

In this episode, you'll learn the answer to the following questions about how your retirement accounts impact your taxes, as well as, how to correctly make Backdoor ROTH contributions.


  • What Is A Traditional Retirement Account 
  • What Is A ROTH Retirement Account
  • Do I Make Too Much To Contribute To Certain Retirement Accounts
  • What Is A Backdoor ROTH
  • Can I Make a Mega Backdoor ROTH Contribution

https://www.techbychoice.org/donate

https://www.levelupfinancialplanning.com/getting-those-big-tech-checks-with-tech-by-choice/

https://the-collab-lab.codes/

https://www.levelupfinancialplanning.com/a-co-founders-journey-to-starting-the-collab-lab/

https://www.levelupfinancialplanning.com/wp-content/uploads/2023/01/Important-Numbers-2023-1.pdf

https://www.underdogdevs.org/
https://www.levelupfinancialplanning.com/creating-a-non-profit-to-help-underdog-devs/