If you make too much money, you will not be able to contribute to a Roth IRA for tax free income during retirement. In this episode, Troy Sharpe, CFP® will show you how you can access the backdoor Roth IRA so that you can develop a retirement that will give you a retirement income and stretch your dollars so that they last you while you are alive.
#taxfree #notaxes #financialsuccess #retirementplanning
Troy Sharpe is the CEO of Oak Harvest Financial Group, a local family-owned financial services firm. Troy leads a team of experienced professionals, analysts, and support staff to help clients create customized financial strategies that align with their unique retirement goals.
Troy holds a Series 65 license as well as a Texas life insurance license. He also earned a finance degree from Florida State University and completed his Certified Financial Planning certification at the Susanne M. Glasscock School of Continuing Studies at Rice University. Additionally, Troy is a Registered Financial Consultant with the International Association of Registered Financial Consultants.
Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177
You can hear Troy at 12 p.m. Sundays on KTRH 740AM when he hosts “The Retirement Income Show.”
If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: …(read more)
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