Writing for Morningstar, Natalie Choate Discusses Indirect Roth IRA ContributionsPrint PDF
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Natalie Choate, a member of Nutter’s Private Client Department, wrote an article titled, "Indirect Roth IRA Contributions: Backdoor or Trapdoor?" in Morningstar. The piece explores how backdoor Roth IRA contributions are a great way for some higher-income workers to establish a Roth IRA without incurring income tax. Although it works perfectly for some, Natalie says it is useless, or a trapdoor, for others.