John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general. 

During the show, John talks about:

• The Why behind wanting to have a portion of an investors portfolio in a Roth IRA
• The mechanics of a Back Door Roth Conversion 
• The major barriers that often disqualify investors and mistakes to look out for

At the end, Matt and John talk also about a Mega Back Door Roth strategy within an active 401k Plan. 

Connect to John directly at: https://www.thejohnchapmanshow.com. 

Disclaimer reminder that this is not tax advice and should be review with your financial planner and tax advisor 

See omnystudio.com/listener for privacy information.