Do you make too much money to contribute to a Roth IRA?

If yes, then you may be able to take advantage of a “backdoor” Roth Contribution strategy or a “mega backdoor” Roth Contribution strategy.

In this video…
I will help clarify how these strategies work and the differences and the terminology you need to know to see how this might fit into your retirement planning strategy.

Are you fully maximizing your Roth Conversions? Understanding your different types of income may allow you to convert more than you previously thought.

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3. The Retirement Time Machine online course! 10 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement! Get more information and sign up for our next enrollment here;

4. Our WealthVision Comprehensive Financial Plan:

Our next enrollment for the Retirement Time Machine online course is coming in June 2022! 😃

In the course, you will get 10 hours of instructional video and dozens of forms and worksheets to help you learn How to Optimize Your Financial Resources and Create a More Confident Plan For Your Retirement!

Here are just a few things that you will learn in our course…
1. Organize Your Finances
– Prioritize which Financial Goals are most important to you.
– Create a detailed Retirement Expense Budget.
– Map your Cash Flow to understand your Gaps.

2. Understand And Organize Your Retirement Resources
– When to collect Social Security.
– How to decide between a Lump Sum and a Monthly Pension.
– Choosing retirement healthcare options, including Medicare.

3. Create Your Retirement Withdrawal Strategy
– Which accounts to Withdraw From First.
– How much should you keep in your Cash Accounts?
– Plan for Required Minimum Distributions.

4. Create Your Retirement Tax Plan
– Will you be in a Higher or Lower Tax Bracket in Retirement?
– Should you Convert to Roth IRA?
– What accounts should you be contributing to?

5. And More!

Head over to to pre-register so you can be among the first to be part of this educational experience!

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LEARN MORE ABOUT: IRA Accounts

CONVERT IRA TO GOLD: Gold IRA Account

CONVERT IRA TO SILVER: Silver IRA Account

REVEALED: Best Gold Backed IRA