🔴 LIVE WEBINAR
Shell Mega Roth Strategy: Turn After-Tax Dollars Into Tax-Free Growth
Thursday, July 9th 2026 – 12:00 PM (CDT)
🔴 LIVE WEBINAR
Shell Mega Roth Strategy: Turn After-Tax Dollars Into Tax-Free Growth
Thursday, July 9th 2026 – 12:00 PM (CDT)
In this webinar, Kyle Nickerson, CFP®, CIMA® will walk through the Mega Backdoor Roth strategy available within the Shell Provident Fund.
This advanced savings approach can enable Roth savings beyond standard IRS limits. However, the rules and steps involved can be complex, and understanding them is essential to implementing the strategy effectively.
During this session, we’ll cover:
- Â What are Mega Backdoor Roth Conversions?
- Â How they work
- Â Key benefits
- Â Real-world examples
- Â Live Q&A
In this webinar, Kyle Nickerson, CFP®, CIMA® will walk through the Mega Backdoor Roth strategy available within the Shell Provident Fund.
This advanced savings approach can enable Roth savings beyond standard IRS limits. However, the rules and steps involved can be complex, and understanding them is essential to implementing the strategy effectively.
During this session, we’ll cover:
- Â What are Mega Backdoor Roth Conversions?
- Â How they work
- Â Key benefits
- Â Real-world examples
- Â Live Q&A
HOSTED BY
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
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.
HOSTED BY
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
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.
