Webinar 5: Backdoor Roth IRAs: An Educational Overview for High Earners

June 1, 2026

About this webinar

Income limits can restrict direct Roth IRA contributions for some earners. This session provides an educational overview of the backdoor Roth IRA concept, including how contributions and conversions are typically handled and important rules to be aware of. We’ll also discuss why Roth accounts are often considered in long-term retirement planning conversations.

What you will learn:

Why income limits apply to direct Roth IRA contributions

How backdoor Roth IRA contributions and conversions generally work

Key considerations, such as the pro-rata rule

Actionable Takeaway:

Improve your understanding of how a backdoor Roth IRA may be evaluated as part of a broader retirement planning discussion.

Register Now

Connor Low, CFP®, EA, ChFC®

Owner/CEO
Wealth Management Advisor

Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.

About Iarann Wealth

At Iarann Wealth, we help high-income earners, business owners, and families create tailored financial strategies that support long-term growth and security. With a holistic approach to wealth management, our team partners with you to simplify complex financial decisions and align your money with your goals.

Ready to take the next step?

Free Consultation

On Demand Webinars

Disclaimer

Information presented here is for general informational purposes only and should not be construed as individualized advice. All investing involves risk. Past performance is no indication of future results, which cannot be guaranteed. Market conditions change continuously. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a professional regarding your specific situation.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entities.