How To Do A Backdoor Roth In Fidelity (4 EASY STEPS)

HOW TO DO A BACKDOOR ROTH IN FIDELITY (4 EASY STEPS) | In this video, I’m going to share the 4 steps to do a backdoor Roth IRA in Fidelity. I’m also going to teach you how to avoid 2 major mistakes that people do often do, to make sure you don’t get in trouble with the IRS. Master the process and take control of your retirement savings!

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0:00 - How To Do A Backdoor Roth In Fidelity (4 EASY STEPS)
0:35 - Step 1: Contribute to a Traditional IRA
2:44 - Step 2: Invest your contribution
4:23 - Step 3: Move your pre-tax IRAs to your current employer plan
6:01 - Step 4: Convert your Traditional IRA to a Roth IRA

**RECOMMENDED READING LIST**
The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z

Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio)
https://amzn.to/32GRJbJ

A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS

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Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps professionals in their 30s and 40s to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind.

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