Episode #223: Biden’s Proposed Plan Eliminates Backdoor Roth IRAs & Limits Conversions


 

With every change in administration, there come proposals and bills that could severely affect individuals planning their financial futures, especially for those looking to set themselves up for retirement. As professionals in the financial industry, we are constantly monitoring these potential changes so our clients are not only informed but also well prepared to meet their retirement goals.

In this episode of Money Script Monday, Brian analyzes Biden’s Build Back Better proposal and explains what consequences it may have on your retirement savings plans.

Resources Provided for This Episode


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Advisory Services offered through LifePro Asset Management, LLC. The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Brian Manderscheid

Brian Manderscheid is the Vice President of Case Design at LifePro. He works with financial professionals designing advanced case illustrations that are built for longevity and are always in the best interest of the client.

Disclaimer

This information is meant for educational purposes only.

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