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In this episode, financial advisor Jon Hicks delves into lesser-known opportunities, such as “backdoor Roth conversions,” highlighting the tax advantages and potential growth of converting after-tax dollars into a Roth 401(k), whether you're approaching retirement or are already retired.
As Jon breaks down these complex financial strategies, he emphasizes the importance of understanding the rules and laws governing your money. Whether you're fine-tuning your retirement plan or starting from scratch, this episode provides actionable insights to help secure your financial well-being.
Don't let the year end without exploring available financial moves. Connect with Jon and his team at J Hagan Capital to learn unique ways to maximize your retirement.
See omnystudio.com/listener for privacy information.
4.1
99 ratings
In this episode, financial advisor Jon Hicks delves into lesser-known opportunities, such as “backdoor Roth conversions,” highlighting the tax advantages and potential growth of converting after-tax dollars into a Roth 401(k), whether you're approaching retirement or are already retired.
As Jon breaks down these complex financial strategies, he emphasizes the importance of understanding the rules and laws governing your money. Whether you're fine-tuning your retirement plan or starting from scratch, this episode provides actionable insights to help secure your financial well-being.
Don't let the year end without exploring available financial moves. Connect with Jon and his team at J Hagan Capital to learn unique ways to maximize your retirement.
See omnystudio.com/listener for privacy information.
5,398 Listeners
1,920 Listeners