MEGA BACKDOOR ROTH 401K 2020 – HOW TO CONVERT YOUR 401K TO ROTH IN 2020

by | Oct 25, 2022 | 401k

MEGA BACKDOOR ROTH 401K 2020 – HOW TO CONVERT YOUR 401K TO ROTH IN 2020




In this video you will learn what the Mega Backdoor Roth 401K Conversion is and how to convert your 401k to a Roth in 2020 using the Mega BackDoor Roth Conversion strategy.

If you’d like to have a conversation, schedule a 15 minute phone call with us using the following link:

Website:
Email: lars@avieradvisors.com
Direct: 425-531-7324
Address: 10655 NE 4th St. Suite 508, Bellevue, WA 98004

Lars Phillips of Avier Wealth Advisors will discuss:
✔ What the Mega Backdoor Roth Conversion is
✔ How to convert your 401k to a Roth in 2020
✔ A sample situation in which the MegaRoth strategy was used to execute a Roth conversion for an employee who wanted to convert from a 401k to a Roth
✔ What the benefits are of doing a Mega Roth Conversion
✔ The difference that using a Mega Back Door Roth can make in your finances
✔ How companies such as Microsoft, Facebook, Google, Amazon, Boeing, Salesforce, Snapchat, VMWare, Amazon and many others are giving their employees the option to participate in this strategy and giving them the opportunity to use a Microsoft Mega BackDoor Roth, Facebook Mega BackDoor Roth, Google Mega BackDoor Roth, Amazon Mega BackDoor Roth, Boeing Mega BackDoor Roth, Salesforce Mega BackDoor Roth, Snapchat Mega BackDoor Roth, VMWare Mega BackDoor Roth, or Amazon Mega BackDoor Roth.
✔ How to take advantage of the Mega Backdoor Roth 401k Conversion benefit if it available to you through your employer sponsored 401k plan
✔ What to do if you want to convert to Roth

This video is for illustrative purposes only. Individual situations may vary. Please consult your tax advisor to determine if the scenarios discussed in this video are right for you. Investment Advisory services offered through Avier Wealth Advisors.

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