Not So Obvious Mega Back-Door Strategy from Financial Planner
Boost Your Client's Retirement Savings and Income Planning, Tax Planning outcomes and reduce out-of-pocket costs -
Thursday, May, 25 • ET • 60 minutes

John Biebel, CFP, J.D.
Financial Planner Ridley Cove, LLC
What You'll Learn
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?
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