A Deep Dive Into The Mega Backdoor Roth IRA

A Deep Dive Into The Mega Backdoor Roth IRA

Are you ready to unlock the full potential of your retirement savings? Join us for an exclusive webinar where we’ll explore one of the most powerful—and often overlooked—strategies available to high-income earners: the Mega Backdoor Roth IRA. Discover how this approach can help supercharge your retirement portfolio with tax-free growth opportunities, allowing you to maximize your contributions and avoid costly tax implications in the future. In this session, we’ll cover:

• What the Mega Backdoor Roth IRA is and how it works

• Key benefits, eligibility, and potential pitfalls to consider

• Guidance on making the most of this strategy

• Examples to illustrate the power of tax-free growth

Whether you’re already familiar with Roth IRAs or are just beginning to explore unconventional retirement strategies, this webinar will provide you with the insights and actionable steps you can use to help take your retirement planning to the next level. WWM Financial is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

WWM Financial is an SEC Registered Investment Advisor.

The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provided education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability.

Tax Planning for Investors

Tax Planning for Investors

Click on the image above to view this Proactive Wealth Process video.

Tax Planning for Investors

In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer of Easy Life Management.

Rachel Ivanovich of Easy Life Management can be reached at 760-730-1817 or rachel@elmtax.com. You can learn more about Easy Life Management at https://www.elmtax.com

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER TM and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

Student Loan Management

Student Loan Management

Click on the image above to view this Proactive Wealth video

In this Proactive Wealth Education episode Carter Davis and Anita Algunos of Hope Credit educate us about student loan forgiveness and repayment plans.
Yes… there is Hope.

If you have more questions for Carter and Anita at Hope Credit you can reach out to them at (760)916-9313, support@hopecredit.net or learn more by visiting their website at https://hopecredit.net .

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Women Wealth Management in Carlsbad California.

If you would like to set up a free 30 minute financial assessment she can be reached at 760-692-5700, info@savvyup.com for private message or click on the following link to contact us directly http://savvyup.com/contact .