Turn after-tax dollars into tax-free growth with your Chevron 401(k) Plan.

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

Join Wealth Manager Tyler Miller, CPA/PFS, CFP®, CIMA® for a focused webinar breaking down exactly how the strategy works inside the Chevron 401(k) Plan.

In this session, we’ll cover:

• What the Mega Backdoor Roth strategy is
• How it works within the Chevron 401(k) Plan
• Key benefits
• Real-world examples
• Live Q&A with Tyler

Tyler Miller, CPA/PFS, CFP®, CIMA®

WEALTH MANAGER

Tyler Miller joined the Rhame & Gorrell Wealth team in the Spring of 2020 and serves as a Wealth Manager. In this role, Tyler leads the process of creating and implementing comprehensive financial plans for clients and prospects of RGWM. As a CPA, he also acts as one of our in-house tax experts.

After growing up in The Woodlands area, Tyler received a full academic/athletic scholarship to The University of Incarnate Word in San Antonio. While a student athlete, Tyler graduated Summa Cum Laude with a Finance degree concentrated in financial planning. With his Bachelor’s under his belt, he decided to pursue his Masters of Science in Accounting (MSA) and graduated with Distinction. After college, Tyler was heavily recruited and took a position with Deloitte working within their corporate tax group. While Tyler enjoyed the analytical and research aspect of working at Deloitte, he realized that he had more of a passion for helping individuals directly, fueling his career change into financial services. Tyler has earned his Certified Public Accountant (CPA) license, his Certified Financial Planner (CFP®) certification, and his Certified Investment Management Analyst (CIMA®) certification.