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280: Net Worth of $1.1M - The King of the Mega Back Door Roth IRA

280: Net Worth of $1.1M - The King of the Mega Back Door Roth IRA

FromMillionaires Unveiled


280: Net Worth of $1.1M - The King of the Mega Back Door Roth IRA

FromMillionaires Unveiled

ratings:
Length:
42 minutes
Released:
Feb 6, 2023
Format:
Podcast episode

Description

This week we have Kristopher. He is in his early 30's. He has a net worth of $1.1 million.  He is a Senior Software Engineer. He has 160k cash, 17k in a 529 account, 930k in equity investments, 30k is in his HSA, 290k traditional, 375k roth, 235k brokerage. He also has some unvested RSUs valued at 740k. 
Released:
Feb 6, 2023
Format:
Podcast episode

Titles in the series (100)

Millionaires Unveiled interviews and tells the stories of everyday millionaires. We provide detailed insight into their investing strategies and current portfolio allocation. How did they get started? What decisions did they make along the way? How has their portfolio allocation changed, and what are they doing now to not only keep, but also grow, their highly sought after "millionaire" status? From these extensive and thought provoking interviews, you'll be able to assess your current portfolio allocation, learn investing strategies, and join the fast track to financial success.