MEGA Backdoor Roth IRA Everything You NEED to Know скачать в хорошем качестве

MEGA Backdoor Roth IRA Everything You NEED to Know

The Mega Backdoor Roth IRA offers retirement savers the greatest tax-free savings and growth opportunity. For some, saving an additional $46,000 each year into your Roth IRA is possible. In this video, I guide you through everything you need to know! Want to BETTER Protect & Grow Your Life Savings? Go here👉 https://SpicerCapital.com/Learn-More ------------------------------------------------------------------------------------------ If you're new to my channel... Welcome! My name is Stephen Spicer. 👋 I'm a… ✅ Certified Financial Planner™ ✅ Accredited Estate Planner ✅ Chartered Life Underwriter ✅ Certified Long-Term Care Specialist ✅ Fiduciary advisor (on 2 levels: professionally, via the CFP Board; and legally, via government regulators) ✅ I’ve helped 100s of clients ✅ Over 15 years in the industry 🏆 The goal of my advisory firm, Spicer Capital, (and this channel) is to help you not get killed by taxes ☠️ and to overcome the significant risks to which mainstream investment advice leaves you exposed. 💣 If you're not familiar with those risks, well... you should be! 💥 That's the reason I wrote Stop Investing Like They Tell You.📕 (https://amzn.to/40kg7ec) 🥇 I believe the reason it hit 1 on WSJ's bestseller list is because, deep down, people know something is not quite right with the stock-and-bond-only portfolio. Send me an email, I'd love to share a free copy with you! 👍 At Spicer Capital, we are wealth managers helping you with everything financial planning, from cash flow to estate to tax to investment optimization. If you'd like to learn more and schedule a time to meet with an advisor, visit us at https://SpicerCapital.com/Learn-More. --- #taxfreeretirement #rothira #retirementplanning TIMESTAMPS: 0:00 - More Than Backdoor Roth IRAs 1:24 - Way Higher Contribution Limits 4:01 - Mega Backdoor Roth Conversion 6:24 - The Stars That Must Align 9:19 - Big Caveat: Pro-Rata Distributions 11:01 - Final Considerations & Risks SOURCES: https://www.irs.gov/retirement-plans/... https://www.sparkinstitute.org/conten... DISCLAIMER: Spicer Capital, LLC is an RIA (Registered Investment Advisor). All content is not to be received as advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions. See all our disclaimers and disclosures here: https://spicercapital.com/disclosure.