Published Jun 7, 2023
028 | Order of Operations | The Buckets | The Roth IRA
Unveil strategies for tax optimization and financial independence with Brad Barrett and Jonathan Mendosa as they delve into maximizing contributions to tax-deferred accounts, the benefits of Roth IRAs, and strategic use of the Backdoor Roth for high earners, all aimed at reducing taxes and enhancing long-term wealth building.

Topics covered
Popular Clips
Questions from this episode
- Asked by 34 people
- Asked by 32 people
Episode Highlights
Related Episodes


136 | How To Fund Your Child's Roth IRA with the FI Tax Guy
Answers 383 questions

017R | The Roth IRA Conversion Ladder | A Case Study
Answers 383 questions

161R | Reignite
Answers 383 questions

346 | How Do I Figure Out the Taxes on This?
Answers 383 questions

028R | Lending money to Family
Answers 383 questions

026R | Case Study | Part 5 | Final
Answers 383 questions

163R | Roth IRA Conversion Ladder Case Study
Answers 383 questions

273 | What's an Emergency?
Answers 383 questions

013R | Control Your Tax Rate
Answers 383 questions

043R | Mega Backdoor Roth | Should I Ever Consider Using the Roth?
Answers 383 questions

155R | Year End Tax Planning
Answers 383 questions

046R | Selectively Hardcore
Answers 383 questions

152R | Can I Retire Yet | A Case Study With Early Retirement Now
Answers 383 questions












