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February 26, 2024

Backdoor Roth IRA: Is It Right For You?

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When you’re investing for your future retirement as a high-income earner, the idea of a Backdoor Roth IRA might come up. But is this the right option for you?

Big questions like this are always better with really smart friends so I thought I’d answer this one with my friend Ashlee DeSteiger again. Ashlee is a CFA®, CFP®, CPA AND one-half of the husband/wife duo at Gunder Wealth Management

Overview: Backdoor Roth IRA with Ashlee DeSteiger

Ashlee DeSteiger reviews the following:

  • The definition of a Backdoor Roth IRA
  • When someone might want to use a Backdoor Roth IRA
  • Conversely, when it doesn't make sense to use one


Guest Bio – Ashlee DeSteiger, CFA®, CFP®, CPA

Ashlee DeSteiger and Family

Ashlee deSteiger CFA, CFP®, CPA founded Gunder Wealth Management, LLC (GWM), an independent registered investment advisor, in 2019. Ashlee’s drive to consistently challenge herself professionally and desire to be part of the advice-driven, technology-focused movement within the financial planning space led her to start her own firm.

When Ashlee isn’t helping couples manage their wealth, she’s spending time with her three kids in Michigan.

Podcast Resources:

Similar Episodes To This Backdoor Roth IRA Content:

Carpe Diem Quote:

“Doing well with money has a little to do with how smart you are and a lot to do with how you behave.

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What do you think of the advice from Ashlee DeSteiger? Will you use a Backdoor Roth IRA?

Please let us know in the comments below.

Andy Hill

Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness. With millions of podcast downloads and video views, Andy’s message of family financial empowerment has resonated with listeners, readers and viewers across the world. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock.

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