In this month’s on-demand webcast, OJM Group Director of Financial Planning Michael Lewellen, CFP, discusses the Backdoor Roth IRA Strategy and its recent confirmation by the IRS as an allowable transaction.

Michael compares Roth IRAs to Traditional IRAs and reviews IRS limits rules affecting both types of retirement accounts. He also explains the importance of tax diversification when building wealth for retirement, and illustrates how the Backdoor Roth IRA Strategy can be an effective step toward this goal.

ABOUT THE PRESENTER:
Michael Lewellen, CFP® is the Director of Financial Planning at OJM Group. Michael is an experienced financial consultant and insurance specialist, who has worked with OJM clients for more than 16 years. Michael is a co-author of several articles and books on financial topics and has presented live lectures and webcasts for numerous professional associations and societies, covering the areas of basic financial planning, wealth accumulation, asset protection, and debt management.

Michael graduated from the University of Kentucky with a Bachelor of Science in Business Administration and has earned the designation of Certified Financial Planner™.

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