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 

John talks with fellow WorthPointe advisor Matt Addington CFP&reg; about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general.&nbsp;
During the show, John talks about:
<ul>
<li>The Why behind wanting to have a portion of an investors portfolio in a Roth IRA</li>
<li>The mechanics of a Back Door Roth Conversion&nbsp;</li>
<li>The major barriers that often disqualify investors and mistakes to look out for</li>
</ul>
At the end, Matt and John talk also about a Mega Back Door Roth strategy within an active 401k Plan.&nbsp;
Connect to John directly at: <a href="https://www.thejohnchapmanshow.com">https://www.thejohnchapmanshow.com</a>.&nbsp;
Disclaimer reminder that this is not tax advice and should be review with your financial planner and tax advisor&nbsp;

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out www.thejohnchapmanshow.com. 

The John Chapman Show is your source for retirement strategies to help you better manage your time and money. Pre-retirees face some major headwinds: ultra low interest rates, high stock valuations, increasing healthcare costs and longevity, and the ever changing tax and estate laws. If you're planning to retire within the next 10 years, are you on track to attain financial independence? Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients get the most from life with the money they do have. For more information, you can check out <a href="http://www.thejohnchapmanshow.com">www.thejohnchapmanshow.com</a>.&nbsp;

The John Chapman Show Podcast

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready? 

The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.  

Pre-retirees biggest risks lie in not just investing the wealth they’ve built, but also in maintaining an up to date and secure financial plan as life changes. 

As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have. 

Host, John Chapman, is a CFP® and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

Planning to retire in the next 5-10 years? Want to ensure you are retirement ready?&nbsp;
The John Chapman Show is your source for retirement strategies to help you better manage your investing, tax, insurance and estate planning.&nbsp;&nbsp;
Pre-retirees biggest risks lie in not just investing the wealth they&rsquo;ve built, but also in maintaining an up to date and secure financial plan as life changes.&nbsp;
As you make the final push in your working career, be sure to stay on track with your financial plan so that ultimately you get the MOST from life with the money you do have.&nbsp;
Host, John Chapman, is a CFP&reg; and Partner at WorthPointe, a boutique wealth management firm helping clients gain financial peace of mind.

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