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)
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