2-Step or Backdoor Roth IRA Contribution

top of page

About
Services
How & What
Blog & Videos
Community
Client Center
Contact Us

2-Step or Backdoor Roth IRA Contribution

Video

Learn the mechanics of a Backdoor Roth contribution in under 4 minutes

First Name*

Last name*

Email*

Phone

I'm Interested In ... (Pull down to select)

Additional Message

Yes, subscribe me to your newsletter.

Contact Us

Terms of Service

Accessibility Policy

Use of AI Statement

Fiduciary Statement

Legal

Social

(855)-515-5896 ext.105

info@laketahoewealthmanagement.com

US Meeting Locations

• Folsom: 101 Parkshore Drive,

Suite 100, Folsom, CA 95630
• Gold River: 2377 Gold Meadow Way,

Suite 100, Gold River, CA 95670
• Sacramento: 3550 Watt Avenue,

Suite 140, Sacramento, CA 95821
• Sacramento: 120 I Street

Sacramento, CA 95814
• South Lake Tahoe: 1001 Heavenly

Village Way, South Lake Tahoe, CA

95615
• Virtually via: Zoom and RingCentral

US Planner Locations:

Greater Sacramento Area

Melbourne, Florida

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

DISCLOSURE: At certain places on our Lake Wealth Management Internet site, live "links" to other websites and Internet addresses (sites) can be accessed. These external sites and addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Lake Tahoe Wealth Management. Lake Tahoe Wealth Management does not endorse, approve, certify, or control these sites and will not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such sites. Use of any information obtained from these sites is is by your independent choice, and reliance on information from these sites should only be used after an independent review of its accuracy, completeness, effectiveness, and timeliness. References on these sites to any specific commercial products, processes, or services by their trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Lake Tahoe Wealth Management. Please contact Lake Tahoe Wealth Management for additional information or clarification.

© 2024 Lake Tahoe Wealth Management, Inc. All RIghts Reserved

About
Services
How & What
Blog & Videos
Community
Client Center
Contact Us

bottom of page