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The Concierge CPAAuthor: Jackie Meyer
CEO and The Concierge CPA podcast host Jackie Meyer has a passion for coaching firm owners to become better leaders, be more efficient, provide a higher return on investment, work with ideal clients, apply Tax strategies and most of all have more time off with Certified Concierge Accountants. Language: en Genres: Business, Careers, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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77 - Roth IRA 2025 Unicorn or BS? What You Need to Know Before the April 15, 2026 Deadline
Episode 77
Monday, 23 February, 2026
In this pilot episode of the "Tax Strategy Hot Seat," Dr. Jackie Meyer, CPA introduces a new series aimed at demystifying tax strategies for both tax advisors and taxpayers. The episode focuses on the Roth IRA, a popular retirement account that allows for tax-free growth and withdrawals under certain conditions. Jackie and her guest, Jason Ackerman, CPA, CFP®, CGMA, CEO of Wealth Rabbit, delve into common misconceptions surrounding Roth IRAs, including the complexities of backdoor Roth contributions and the importance of understanding tax implications during tax season. They emphasize the need for proper documentation and the potential pitfalls of mismanaging Roth accounts, especially for high-income earners.🔗 Connect with Jason Ackerman, CPA, CFP®, CGMAhttps://www.linkedin.com/in/jasonlackerman/https://www.wealthrabbit.com/🔗 Connect with Dr. Jackie MeyerJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie's work at https://www.jackiemeyercpa.comThis episode is brought to you by TaxPlanIQ: https://www.taxplaniq.comJoin the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listenersMake sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!---------------Takeaways:- Roth IRAs allow for tax-free growth and withdrawals if rules are followed.- Many taxpayers misunderstand the complexities of backdoor Roth contributions.- Proper documentation is crucial to avoid tax penalties when managing Roth accounts.---------------#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #TaxAdvisory #TaxSavings #FinancialStrategies #RothIRA #TaxStrategy #TaxAdvisor #BackdoorRoth #WealthRabbit #TaxMisconceptions #RetirementAccounts #Tax-FreeGrowth #TaxSeason
