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Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®
Manage episode 376670720 series 3507038
Contenido proporcionado por Cody Garrett, CFP® and Cody Garrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cody Garrett, CFP® and Cody Garrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.
If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.
Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.
18 episodios
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Manage episode 376670720 series 3507038
Contenido proporcionado por Cody Garrett, CFP® and Cody Garrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Cody Garrett, CFP® and Cody Garrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.
If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.
Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.
18 episodios
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Player FM : aplicación de podcast
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