『Roth IRA, Roth 401(k), Backdoor Roths & Roth Conversion Strategies』のカバーアート

Roth IRA, Roth 401(k), Backdoor Roths & Roth Conversion Strategies

Roth IRA, Roth 401(k), Backdoor Roths & Roth Conversion Strategies

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In this episode of The Strategic Wealth Hour, Tom Hadican and the team break down Roth IRA, Roth 401(k), Backdoor Roth, Mega Backdoor Roth, and Roth conversion strategies in plain English. Learn how Roth planning may help create tax diversification, retirement income flexibility, and legacy planning opportunities—especially for high-income earners, pre-retirees, and retirees approaching Required Minimum Distributions. The discussion also covers common Roth myths, timing considerations, and why thoughtful tax planning can be a key part of a well-designed retirement strategy.

To learn more or schedule a complimentary retirement income analysis, call 314-548-4866 or visit www.chesterfieldfinancialgroup.com.

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