Vídeo explicativo de Mega Backdoor Roth
La mega Backdoor Roth es una de las estrategias fiscales más lucrativas para acumular dólares Roth adicionales en cuentas de jubilación sin limitación de ingresos para poder optar a ella. En este vídeo cubrimos los entresijos de cómo funciona esta estrategia y los escollos más comunes.
Lee nuestro artículo Mega Backdoor Roth para saber más.
¿Necesitas ayuda?
Si quieres que uno de nuestros contables o asesores financieros certificados (CFP®) te ayude con esta estrategia y cómo se aplica a tu caso, el equipo de Rhame & Gorrell Wealth Management está aquí para ayudarte.
Nuestros experimentados Gestores Patrimoniales facilitan a nuestros valiosos clientes todo nuestro conjunto de servicios, incluida la planificación financiera, la gestión de inversiones, la optimización fiscal, la planificación patrimonial y mucho más.
No dudes en ponerte en contacto con nosotros en (832) 789-1100, [email protected]o haz clic en el botón de abajo para programar tu consulta gratuita hoy mismo.
IMPORTANT DISCLOSURES:
Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.
For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
