The Mega Backdoor Roth can be a powerful tool for Baker Hughes employees looking to maximize their 401(k) contributions.
Archive for category: Insights
Use our financial insights as a resource to aid your planning. Our team has years of experience developing unique strategize to maximize your retirement assets.
The BP Retirement Accumulation Plan (RAP) is a cash balance pension plan designed to provide long-term financial security for...
2025 Tax Filing Checklist A Reference Guide To Aid Your Tax Filing in 2025January 29th marks the beginning of...
ConocoPhillips Savings Plan (CPSP): Mega Roth Conversions
Rhame & Gorrell Wealth Management, InsightsOne of the most effective ways to prepare for retirement is to maximize the usage of tax-advantaged retirement savings...
With less than two weeks remaining in December and the holidays imminently awaiting, the end of the year is...
As a Shell employee, you have access to the company 401(k), also known as the Shell Provident Fund (SPF)....
One of the most effective ways to prepare for retirement is to maximize the usage of tax-advantaged retirement savings...
Company sponsored retirement plans and robust benefits programs make building a healthy retirement portfolio an attainable feat.
ExxonMobil Supplemental Savings Plan (SSP) and Pension Plan (SPP)
Tyler Miller, CPA/PFS, CFP®, CIMA®, ExxonMobil, InsightsThe Internal Revenue Service (IRS) has put in place several restrictions on company retirement benefits.
How to Avoid the Pro Rata Rule with Backdoor and Mega Roth Conversions
Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠, InsightsTwo of the most beneficial tax planning tools are Backdoor Roth IRA conversions and Mega Backdoor Roth conversions.
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Baker Hughes 401(k): Mega Backdoor Roth Strategy March 14, 2025
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