05.25.2023 - Mega Back-Door
Not So Obvious Mega Back-Door Strategy from Financial Planner
Presented by 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 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.
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.
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.
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.