S1E59: Back Door Roth Conversion Planning with Matt Addington

The John Chapman Show Podcast

English - November 03, 2020 23:55 - 18 minutes - 17.2 MB - ★★★★★ - 4 ratings
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Previous Episode: S1E58: Considering Annuities As Part of An Overall Income Plan with David Blanchett, PhD, Head of Retirement Research at Morningstar

Next Episode: S1E60: Charitable Giving using a Donor Advised Fund with Kyle Casserino

John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general.

During the show, John talks about:

The Why behind wanting to have a portion of an investors portfolio in a Roth IRA
The mechanics of a Back Door Roth Conversion
The major barriers that often disqualify investors and mistakes to look out for

At the end, Matt and John talk also about a Mega Back Door Roth strategy within an active 401k Plan.

Connect to John directly at: https://www.thejohnchapmanshow.com.

Disclaimer reminder that this is not tax advice and should be review with your financial planner and tax advisor

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