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Not So Obvious Mega Back-Door Strategy from Financial Planner
Guest Expert: John Biebel, CFP, J.D., Ridley Cove, LLC
Date:
Attendee's Excellent Rating: 69%
Webinar Replay 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 Conversi

Attendees Comments:

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.
Comments
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.
05.25.2023 - Mega Back-Door