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Can you make a Backdoor Roth IRA contribution in 2021?

Use this helpful flow chart to determine if you are eligible.


Download the guide by filling out the form.

Complete the form to download the guide.

“You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.”


Adam Phillips, CFA, CFP® - Director of Portfolio Strategy, EP Wealth Advisors, LLC

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