Backdoor Roth Contributions and IRS Form 8606 Masterclass
Backdoor Roth Contributions and IRS Form 8606 Masterclass
Course Content
Course Overview
Course Overview
Module 1
Welcome to “Backdoor Roths” & Oil Changes
Is this a Tax-Loophole?!?
Words Matter, Especially to the IRS
Is it worth $750,000?
Module 2
Backdoor Roth Foundations
Bonus: The 5 & 5 Year Rules
Module 3
It’s starts easy and complicates quickly
Don’t forget about the cream in the coffee
Spotting ‘cream’ on the tax return
BONUS: Advanced Cream Removal
Module 4
How is the class so far?
Module 5
How Backdoor Roth looks on the Tax Return – IF clean
Red Flags on 1040 Line 4
Multiples Years of Contributions & Conversions
How the Custodian reports Backdoor Roth’s to the IRS
Bonus Chapter
BONUS: Keeping the Tax Preparer from killing your conversion
BONUS: Accidental Basis – Hidden Landmines
BONUS: Tracking Backdoor Roth In Your Practices
Conclusion
What’s Next? Only What You DO Counts
Course Completion Exam
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