The video describes an incredible wealth building action – the Mega Back Door Roth Contribution.
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Hi, my name is Rick Vazza, and I’m a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and President of Driven Wealth Management where I develop business and personal financial plans and help clients achieve their goals.
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Driven Wealth Management is an Investment Advisor registered with the State(s) of CA, TX. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions….(read more)
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REVEALED: Best Gold Backed IRA
Best and most informative video on YouTube that I’ve found on this topic. I couldn’t seem to figure out (on google either) whether the 6k Roth IRA limit was going to be effected by conversions. Thank you!
I have a question— does any of this change with a solo 401k? I’m going to be opening mine soon. Are there things to be looking for in setting up to make sure I can do this conversion?
Thank you very much! This is the perfect video and explanation I am looking for. There is so much misinformation out there. Now if I to call Fidelity and proceed forward.
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This is good information. I think the back door ROTH will be good for us as we may hit the 200K income limit this year.