Need help implementing the Backdoor Roth IRA strategy?
The Shell Provident Fund (SPF) allows for one of the most lucrative tax strategies; Mega Backdoor Roth Conversions. It is not uncommon that we see Shell employees carrying a large balance in their After-Tax account. This can be a huge tax mistake. If instead, these Shell employees utilized in-plan Roth conversions, it can add up to massive tax savings.
Need help implementing the Backdoor Roth IRA strategy?
The Shell Provident Fund (SPF) allows for one of the most lucrative tax strategies; Mega Backdoor Roth Conversions. It is not uncommon that we see Shell employees carrying a large balance in their After-Tax account. This can be a huge tax mistake. If instead, these Shell employees utilized in-plan Roth conversions, it can add up to massive tax savings.
