Webinar Registration

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
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ET
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60 minutes
John Biebel
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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What You'll Learn
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Webinar Description

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.