The Mega Backdoor Roth – How Does It Work?
The Mega Backdoor Roth can be one of the most lucrative tax strategies for accumulating additional Roth dollars in retirement accounts with no income limitation for eligibility.
In our latest video, Clay Hostetter, CPA/PFS, CFP®, CIMA®, breaks down the Mega Backdoor Roth Conversion Strategy—an advanced technique that allows employees to go beyond the typical IRS limits on 401K contributions.
Learn how to:
- Maximize tax-free growth in your Roth account
- Optimize your 401K with additional contributions
- Avoid unnecessary taxes through strategic planning
Watch now to see how this game-changing approach could boost your retirement savings! If you or someone you know could benefit from this strategy, schedule a complimentary consultation with our team today!
Need Some Help?
If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.
Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.
Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.
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.
