Rhame & Gorrell Wealth Management invites you to their event

ExxonMobil Savings Plan Mega Backdoor Roth Strategies Webinar | Rhame & Gorrell Wealth Management

June 12, 2025 12:00 (CDT)
About 30 minutes

About this event

Are you maximizing the potential of your ExxonMobil Savings Plan?

We invite you to our upcoming webinar where Kyle McClain, CFP®, CIMA® will dive into Mega Backdoor Roth Conversions within the ExxonMobil Savings Plan.

This strategy allows for Roth savings in excess of IRS limits for direct contributions. However, there are specific rules that must be followed in order to avoid pitfalls and complete this transaction successfully.

During this event, we will cover:

  • What are Mega Backdoor Roth Conversions?
  • How do they work within the Savings Plan?
  • What are the benefits?
  • Examples and potential pitfalls
  • Q&A

Reserve your spot today!

Hosted by

  • Team member
    T
    Kyle McClain, CFP®, CIMA® Partner & Senior Wealth Manager @ Rhame and Gorrell

Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management is a fee-only Registered Investment Advisory firm that provides financial planning and wealth management services to high net worth clients, primarily Oil & Gas employees and executives.

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