Mega Backdoor Roth 401(k) W/ Trevor Winter, CFP® Measure Twice Planners podcast

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Podcasting Education pCody Garrett CFP® pCody Garrett Financial Planner CFP® Money Personal Finance Advisors Investing

Innhold levert av Cody Garrett, CFP® and Cody Garrett. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Cody Garrett, CFP® and Cody Garrett eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®

1y ago 37:46

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MP3•Episoder hjem

Innhold levert av Cody Garrett, CFP® and Cody Garrett. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Cody Garrett, CFP® and Cody Garrett eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.

If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.

Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

… continue reading

18 episoder

#Podcasting Education #pCody Garrett CFP® #pCody Garrett #Financial #Planner #CFP® #Money #Personal #Finance #Advisors #Investing

Artwork

Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®

Measure Twice Planners

published 1y ago

Del

MP3•Episoder hjem

Innhold levert av Cody Garrett, CFP® and Cody Garrett. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Cody Garrett, CFP® and Cody Garrett eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.

If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.

Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.

… continue reading

18 episoder

#Podcasting Education #pCody Garrett CFP® #pCody Garrett #Financial #Planner #CFP® #Money #Personal #Finance #Advisors #Investing

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