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Jan 28, 2021

In this episode Bryan Kuderna, Certified Financial Planner, discusses the Backdoor Roth IRA, a strategy for those who exceed Roth IRA income limits.  He also addresses the various tax consequences of other investment vehicles.

Bryan Kuderna is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 300 Broadacres Dr. Suite 175 Bloomfield, NJ 07003 (973)244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Kuderna Financial Team is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #OK04194

This podcast is for informational purposes only. Guest speakers and their firms are not affiliated with or endorsed by PAS, Guardian, or Kuderna Financial Team and opinions stated are their own.

This material is intended for general public use and is for educational purposes only.  By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation, or to otherwise act in any fiduciary or other capacity.  Please contact a financial professional for guidance and information that is specific to your individual situation.

2021-121231 exp. 6/23