Mega Backdoor Roth Conversions for 2023

Описание к видео Mega Backdoor Roth Conversions for 2023

The mega Backdoor Roth is one of the most lucrative tax strategies for accumulating additional Roth dollars in retirement accounts with no income limitation for eligibility. At Rhame & Gorrell Wealth Management, we utilize these strategies in order to help you achieve your goals. Schedule your complimentary consultation today to learn more!

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IMPORTANT DISCLOSURES:

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.

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