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Tag: Backdoor Roth

Rolling Over Your 401(k)? Making a Backdoor Roth Contribution? Remember the Pro-Rata Rule!
Rolling Over Your 401(k)? Making a Backdoor Roth Contribution? Remember the Pro-Rata Rule!
If your income exceeds the IRS limits for contributing directly to a Roth IRA, you may have heard of a strategy called the backdoor Roth...
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Legacy Financial Strategies is a fee-only financial planning firm in Overland Park, KS.

We are dedicated to helping successful individuals and families build, protect, and nurture their wealth. As fiduciaries, we always put your interests first.

Our experienced team of financial advisors specializes in providing comprehensive financial planning and investment management solutions that are aligned with your values and goals.

Whether planning for retirement, managing your assets, or safeguarding your family's future, Legacy Financial Strategies offers transparent guidance and comprehensive services to help you pursue your financial dreams.

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    Overland Park, KS 66211
  • Fax: (913) 403-0700
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