Ep 54 | The Backdoor Roth Isn't the Flex You Think It Is
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Tax season is coming, and if you're a high earner, there's a good chance you're paying more than you should without realizing it. Priya sits down with Eric Dauphin, CPA, to break down why W-2 earners often get crushed on taxes compared to wealthy people, why the backdoor Roth obsession is overblown, and what actually matters when you're trying to keep more of what you make. This isn't about loopholes. It's about understanding what you can actually control and making decisions based on clarity, not fear.
Takeaways:
- Why high earners pay worse taxes than people with more wealth
- The real math behind Roth vs. traditional retirement accounts
- Why tax diversification beats tax avoidance
Follow Priya Malani:
LinkedIn | Instagram | Stash Wealth
Guest Bio:
Eric Dauphin is a CPA who specializes in tax strategy for business owners and high earners, not just compliance, but planning that supports growth and better decision-making. He has over 10 years of experience across corporate and personal tax, bookkeeping, payroll, and software implementation. He's built his own firm, so he doesn't just advise entrepreneurs, he relates to them. Eric earned his MBA in Public Accounting from SUNY Oswego. Talk to him about his German Shepherd, SU sports, and all things money, coffee, and business.
The Stuff Our Lawyers Want Us to Say:
Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.
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