Measure Twice Planners
Cody Garrett, CFP® and a generous group of financial planners share their unique expertise and experience with educational conversations and deep dives.
Watch the full conversations, receive CFP Board Experience and CE hours, and learn more about Measure Twice Planners membership at MeasureTwicePlanners.com!
Measure Twice Planners
Mega Backdoor Roth 401(k) w/ Trevor Winter, CFP®
Today’s conversation is with Trevor Winter, a CFP professional and owner of New Heights Planning who serves oil and gas professionals in their 30s and 40s. During this episode, we discuss Mega Backdoor Roth 401(k) contributions and how they’re actually implemented in real life.
If you enjoy our conversation, you can watch 30 additional minutes in the full video version, as well as over 30 hours worth of valuable educational content at MeasureTwicePlanners.com.
Although we are discussing a financial planning topic that involves investment accounts and tax decisions, this conversation only includes general education. Do not interpret any of this as personalized investment, tax, or legal advice. Also, remain aware of future legislative changes.
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