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SIGMA FINANCIAL SOLUTIONS, INC

Financial Guidance for the Health Professional

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    What Do You Mean a Roth IRA (and a Backdoor Roth)?

    The 4% Withdrawal Rule

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    • Retirement Plan

    What Do You Mean a Roth IRA (and a Backdoor Roth)?

    Individual Retirement Accounts (IRAs) come in several flavors, Traditional IRA, Roth IRA, Simple IRA, SEP IRA. The latter two (Simple & SEP) are employer sponsored plans, so the focus of this discussion will be on the Traditional and Roth IRAs. Here’s a general overview of each IRA: Traditional IRA Up to $6,000 annual contribution with additional $1,000 for those 50 or older Tax deductible, but withdrawals are subject ordinary income tax Age 59 ½ withdrawals without penalty Y

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