Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

The Mega Backdoor Roth Conversion – What is it & how can it be utilized?


Listen Later

Clint and Mitch dig into a host of retirement strategies on the way to explaining and exploring the Mega Backdoor Roth strategy. Together, they define 401(k)s, IRAs, the role of a Roth, and where a backdoor Roth conversion might come in, building up to the Mega Backdoor Roth conversation. It is a strategy that allows high-income earners that can't directly contribute to a Roth IRA to get a sizeable amount of money into their Roth bucket, tax efficiently. But the Mega Backdoor Roth isn't available to everyone; tune in to learn the pieces that need to be in place for the strategy to be a viable option.

For those looking to do some additional reading on retirement and the difference between a 401(k) and an IRA, here's a blog from Mitch on the subject. 

...more
View all episodesView all episodes
Download on the App Store

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and IndividualsBy Walkner Condon Financial Advisors

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

20 ratings


More shows like Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

View all
Faith & Finance by Faith & Finance

Faith & Finance

115 Listeners

ChooseFI by ChooseFI

ChooseFI

5,094 Listeners

The Daily by The New York Times

The Daily

111,077 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

742 Listeners