Why We Recommend Backdoor Roths to High Earners
By Lindsay Adams, CFP®
Are you excluded from Roth IRAs due to income limits? You’re not alone. But there’s good news! At CGN Advisors, we consistently recommend backdoor Roth conversions. It’s an effective strategy for high earners to optimize their retirement savings.
In this brief video, we dive into the world of backdoor Roth conversions and share why they could be the key to unlocking your retirement dreams.
Watch the video now!
About Lindsay
Lindsay Adams is a Lead Advisor at CGN Advisors, a Fee-Only, financial advisory firm based in Manhattan, Kansas. She is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Certified Farm Succession Coordinator designation. In her role, Lindsay aims to walk alongside her clients as they navigate financial decision-making, and she loves seeing them accomplish their goals with actionable steps and experience the financial freedom to do what their heart desires. With a mission to serve others, she genuinely cares about what goes on in her clients’ lives, the big and the small, beyond the financial.
Lindsay graduated from the Personal Financial Planning program at Kansas State University with a minor in business. Prior to joining CGN as an Associate Advisor, Lindsay gained experience in different aspects of the financial services industry. She worked in banking during high school and college and helped fellow students at a financial counseling on-campus job, which showed her many different ways people interact with money and spurred a desire to assist others in financial planning. Outside of work, Lindsay is active in her church, enjoys singing and being outside, whether running or hiking, and spending time on the farm. She’s always looking forward to the next travel adventure. To learn more about Lindsay, connect with her on LinkedIn.
Investment advisory services are offered through CGN Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY.
Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
The opinions expressed herein are those of certain CGN Advisors, LLC personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.