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Backdoor Roth

A workaround that lets high-income earners fund a Roth IRA via a non-deductible Traditional IRA conversion.

Why it matters

Contribute non-deductibly to a Traditional IRA, then convert to Roth. Watch out for the pro-rata rule: if you have other pre-tax IRA balances, part of every conversion is taxable proportionally. Backdoor Roths must be reported on Form 8606.

See also

Educational only — not financial, tax, or legal advice.