August 23′ – Episode 8
Mega Backdoor Roth
REV’s Raphael Bennett hosts guests Nick Gorman & Jake Burke to cover the “Mega Backdoor Roth” conversion strategy. A strategy that folks are using to expand 401(k) tax advantaged contribution limits into a Roth IRA, Roth SDIRA, and Traditional IRAs.
Raphael Bennett
Co-Founder @ REV (Host)
Our hosts are all Ross trained Executive MBAs with at least 15 years of real world experience. That being said, we’ve seen some stuff.
Our life experiences and education position us to take a more in depth look into these wealth strategies and products as we’re capable of modeling the outcome. Most folks just take their financial advisors word for it. Not here.
Nicholas R. Groman
Esq., CFP®, MBA (Guest)
Jake Burke
Esq., CPA, MBA (Guest)
Related Blog Posts
How REV Global’s Tailored Solutions Boost Long-Term Business Value
In an ever-evolving business landscape, staying competitive requires more than just short-term strategies. Companies must adopt solutions that not only address immediate challenges but also drive long-term value creation. This is where REV Global’s tailored solutions...
Strategic Excellence: How REV Global Elevates Your Market Position
In an ever-evolving global marketplace, businesses are constantly seeking ways to maintain a competitive edge and elevate their market position. The path to success is no longer defined by just traditional strategies; it’s about crafting a future-proof approach that...
Strategic Roadmaps to Success: Why Businesses Choose REV Global
In today’s fast-paced business environment, companies must be agile, data-driven, and forward-thinking to remain competitive. Success no longer depends solely on instinct or intuition; it requires a clear strategy and precise execution. That’s where REV Global comes...
Empowering Entrepreneurship and Facilitating Wealth Transfer: The Role of REV Capital
In today's dynamic business landscape, the importance of strategic investment, entrepreneurship, and succession planning cannot be overstated. REV Capital, an integral arm of REV Global, stands at the forefront of these endeavors, embodying a commitment to fostering...
Maximizing Your Savings: How Whole Life Insurance Can Provide Tax Benefits and Long-Term Stability for Your Investments
Saving and investing are two key components of building long-term financial stability. However, many people overlook the benefits of incorporating whole life insurance into their financial plan. Whole life insurance is a unique investment vehicle that provides both...
The Benefits of Using AI in Marketing
Artificial Intelligence (AI) is rapidly changing the way businesses market their products and services. AI technology has made it easier for businesses to target specific audiences, personalize their messaging, and measure the success of their campaigns. In this...
Harnessing the Power of Emerging Technologies to Transform Marketing and Customer Engagement
Technology is rapidly changing the way businesses interact with their customers. As new technologies emerge, it’s important for businesses to stay ahead of the curve by embracing innovative tools that will help them better engage with their customers. In this blog...
Interim Operators and Advisers are Smart Bets for VCs
In times of economic downturn, venture capital (VC) firms face increased pressure to make smart investments that generate high returns. This is where interim advisers and operators can make a big difference. Interim advisers are experienced...
Maximizing your income potential: Tips for building multiple streams
Are you tired of relying on a single source of income? Do you want to increase your financial stability and flexibility? Building multiple streams of income can be a great way to do just that. But how do you go about building multiple income streams? Here are some...
10 Tips on Investing from Stephen A. Ross
10 Tips on Investing from Stephen Ross | Ross EMBA Ventures | Wealth Wednesdays
Behind the REV Global Fund: How We Select High-Impact Zones
When it comes to Opportunity Zones (QOZs), not all are created equal. Some zones are ripe with growth potential, offering the perfect intersection of financial returns and community uplift. Others, however, can pose risks without the rewards. At REV Global, we know...
The 180-Day Window: Why Timing Is Everything in QOZ Investing
When it comes to Qualified Opportunity Zone (QOZ) investing, one thing is certain—timing is everything. After a liquidity event, you have 180 days to roll your capital gains into a Qualified Opportunity Fund (QOF). Miss that critical window, and the consequences can...
0 Comments