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