On Demand Webinar:Unpacking the Mega Backdoor Roth IRA

If you’re a high-income earner with extra cash flow and like the idea of a Roth IRA, then you’ll want to hear about the mega backdoor Roth IRA. While it may sound like a mouthful, it could be worth exploring if you’re looking to stockpile significant savings for your future retirement. 

Daniel Lee will take a deep-dive into this powerful retirement planning strategy and answer all your relevant questions on: 

• Who Should Consider One 
• Its Four Major Parts: Making Contributions, Adding After-Tax- Contributions, Rolling over Contributions, and Incorporating Other IRAs 
• The Impact of All Those Moving Parts 
• How Much You Can Potentially Save With It 

Your Host:

Daniel Lee
CFP®, CFA
Senior Wealth Manager

Fill out the form on this page to watch on demand.