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In this video, Patrick Swift discusses a little-known Roth savings strategy, which is only available to some participants in 401(k) plans. Patrick details:
1. What the Mega-Back Door Roth strategy is.
2. How to execute it - generally a two-step process.
3. Common pitfalls, misconceptions, confusion around the strategy.
If you're curious to learn more, please reach out to here to schedule a consultation: calendly.com/p...
You can also read Patrick's blog on the strategy here: ampliuswealth....
This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this Video to be investment advice, and the information presented in this Video should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herin was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.