About this event
In this webinar, Cydney Nash, CFP®, CIMA® will dive into the Mega Backdoor Roth strategy within the Chevron Employee Savings and Investment Plan (ESIP). This strategy allows for Roth savings in excess of IRS limits for direct contributions. However, there are several intricacies that make it difficult to accomplish correctly while still maximizing your company match for the year.
During this event, we will cover:
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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.