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内容由Cody Garrett, CFP® and Cody Garrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Cody Garrett, CFP® and Cody Garrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®

37:46
 
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Manage episode 376670720 series 3507038
内容由Cody Garrett, CFP® and Cody Garrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Cody Garrett, CFP® and Cody Garrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

20集单集

Artwork
icon分享
 
Manage episode 376670720 series 3507038
内容由Cody Garrett, CFP® and Cody Garrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Cody Garrett, CFP® and Cody Garrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

  continue reading

20集单集

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