What is a Mega Backdoor Roth? (And Why You Should Care)

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Finance 401(k) Annuities Asset Management Backdoor Roth Certified Financial Planner Emergency Fund Finance Financial Education financial freedom Financial Planning

What if I told you there's a completely legal way to put over $40,000 extra into your Roth IRA every year? Most people don't even know this exists, but today I'm breaking down exactly how the Mega Backdoor Roth works - and why it could be the game-changer your retirement strategy needs.

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Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

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