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