Turn after-tax dollars into tax-free growth with your ConocoPhillips Savings Plan.

Many ConocoPhillips employees don’t realize their 401(k) plan includes a strategy that can unlock Roth savings well beyond standard IRS limits: Mega Backdoor Roth Conversions. This strategy can be a powerful tool, but only if you know how to use it.

Join Wealth Manager Kyle Nickerson, CFP®, CIMA® for a focused webinar breaking down exactly how the strategy works inside the ConocoPhillips Savings Plan.

In this session, we’ll cover:

• What the Mega Backdoor Roth strategy is
• How it works within the CPSP
• Key benefits
• Real-world examples
• Live Q&A with Kyle

Kyle Nickerson, CFP®, CIMA®

WEALTH MANAGER

Kyle Nickerson, CFP®, CIMA® is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® who delivers advanced, fiduciary-focused strategies in retirement, investment, tax, and estate planning. Since entering the industry in 2014, Kyle has brought a passion for both learning and teaching that enhances the client experience and supports the firm’s collaborative culture. He serves on the firm’s investment committee and has extensive experience working with leading custodians, including Charles Schwab, Fidelity, Voya, Empower, and Vanguard.

Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Investment Management Analyst® program through the Yale School of Management. He holds both the CFP® and CIMA® designations. Kyle graduated from Sam Houston State University with a BBA and a double major in Finance and Banking and Financial Institutions.