Backdoor Roth Contribution | Clarity Capital Advisors

Jay D. Franklin, CFA, CFP, FSA | Clarity Capital Advisors | Feb 28, 2019

Vanguard’s “BETR” Approach to Roth Conversions

Backdoor Roth Contribution

Cheri Franklin

CFP®

AIF®

CRPC®

Clarity Capital Advisors

Clarity Fiduciary Advisors

Flat Fee Advisors

Jay D. Franklin

CFA®

FSA®

Low Cost Advisors

Roth Conversion

Vanguard

A recent paper from Vanguard sheds light on when it makes sense to transfer funds from a traditional IRA to a Roth IRA (a Roth conversion). Recall that

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