Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Special Episode: VCP Mega Mega Back Door Roth IRA

Special Episode: VCP Mega Mega Back Door Roth IRA

FromFederal Employee Financial Planning Podcast


Special Episode: VCP Mega Mega Back Door Roth IRA

FromFederal Employee Financial Planning Podcast

ratings:
Length:
36 minutes
Released:
Aug 11, 2022
Format:
Podcast episode

Description

A Mega Backdoor Roth IRA is a tax strategy available to employees whose retirement plans allow them to make significant after-tax contributions and to transfer their contributions to a Roth IRA. In other words, if you want to maximize your Roth contributions, you need to understand the power of the Mega Backdoor Roth. So, in this episode, Michael, Tommy and John will be sharing the steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest tax loophole of your lifetime, particularly if you are CSRS or CSRS Offset and have acess to the Voluntary Contribution Plan (VCP). Access the full show notes at Mason & Associates, LLC
Released:
Aug 11, 2022
Format:
Podcast episode

Titles in the series (67)

Federal employee benefits are among the most comprehensive and strongest in the country. Financial planning for federal employees requires knowledge of both financial planning concepts and a comprehensive understanding of these benefits. General financial planning advice is just that, general. We speak specifically to federal employees and the unique planning techniques and strategies to help them maximize their benefits. Mason & Associates have over three decades serving as financial planners for federal employees.