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 cropped circle


Daniel Lee
Senior Wealth Manager

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