In this video, Amar Shah, CFA, CFP®, Founder of Client First Capital, gives a quick take on financial planning, specifically on funding an after-tax IRA account and doing a Roth Conversion (Backdoor Roth IRA contribution).

At Client First Capital, we help you build and maintain a secure financial future for your family by providing integrated wealth management solutions aligned with your values and family dynamics. Learn more at www.clientfirstcap.com.

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The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Client First Capital, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place….(read more)

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