The John Chapman ShowThe John Chapman Show

Back Door Roth Conversion Planning with Matt Addington

View descriptionShare

John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general. 

During the show, John talks about:

  • The Why behind wanting to have a portion of an investors portfolio in a Roth IRA
  • The mechanics of a Back Door Roth Conversion 
  • The major barriers that often disqualify investors and mistakes to look out for

At the end, Matt and John talk also about a Mega Back Door Roth strategy within an active 401k Plan. 

Connect to John directly at: https://www.thejohnchapmanshow.com

Disclaimer reminder that this is not tax advice and should be review with your financial planner and tax advisor 

  • Facebook
  • Twitter
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. The John Chapman Show Podcast

    81 clip(s)

The John Chapman Show

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?  The John Chapm 
Follow podcast
Recent clips
Browse 81 clip(s)