Roth Strategies for High Earners

Written By Steve Hurst

During this webinar, Kacie Swartz, CFP®, CIMA® will cover:

  • New rules for catch-up contributions under SECURE 2.0 and the OBBBA

  • Strategizing for your retirement accounts (instead of guessing at your financial plan)

  • Using the mega backdoor Roth to move more money into a powerful tax-free vehicle

  • A new provision allowing employers to match your student loan repayments with contributions to your retirement account

  • Unlocking the Summary Plan Description (SPD), the essential “rulebook” for your specific retirement plan

 

Want to discuss your unique financial situation?
Schedule a one-on-one meeting here: https://calendly.com/d/cqrc-8yt-5f5

Steve Hurst http://about.me/stevehurst
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