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Retirement Savings and Income Planning
Tax Planning
Not So Obvious Mega Back-Door Strategy from Financial Planner
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John BiebelGuest Expert: John Biebel, CFP, J.D., Ridley Cove, LLC

You may be very familiar with Back-door Roth conversions from Traditional IRAs, BUT are you familiar with how clients can convert up to $43,500 a year through a MEGA Back-Door Roth Conversion from ...

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Discussions & Comments

Missy Davis 2 years 10 months ago
A few comments from listeners:
Was aware of after-tax contrib feature with 401k, but never thought about then immediately moving to Roth.
- Meg C.

Good program...more time for questions was helpful. Thank you.
- Mary J.
A few comments from listeners:
Was aware of after-tax contrib feature with 401k, but never thought about then immediately moving to Roth.
- Meg C.

Good program...more time for questions was helpful. Thank you.
- Mary J.

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You may be very familiar with Back-door Roth conversions from Traditional IRAs, BUT are you familiar with how clients can convert up to $43,500 a year through a MEGA Back-Door Roth Conversion from their 401(k)? Do you understand the benefits of this strategy? 

In this webinar, financial planner John Biebel, J.D., CFP® shared how he's helped clients over-fund their 401(k) and then convert the monies to a Roth IRA.