Rhame & Gorrell Wealth Management invites you to their event

CPChem Mega Roth Strategy: Turn After-Tax Dollars Into Tax-Free Growth | Rhame & Gorrell Wealth Management

About this event

The CPChem Savings & Profit Sharing Plan offers a unique opportunity to expand Roth savings beyond standard IRS limits for direct Roth 401(k) contributions through the Mega Backdoor Roth strategy. While the potential benefits are significant, the rules and steps involved can be complex, requiring careful planning and execution.

In this webinar, Cydney Nash, CFP®, CIMA® will provide a detailed walkthrough of how the strategy works within the CPChem 401(k) Plan, including implementation steps, key advantages, and common pitfalls to avoid.

You’ll learn how to navigate:

  • What Mega Backdoor Roth Conversions are
  • How they work within the CPChem Savings & Profit Sharing Plan
  • Key benefits and considerations
  • Real-world examples
  • Live Q&A

Join us for an in-depth session designed to help CPChem employees make informed decisions and maximize their long-term retirement savings potential.

Hosted by

  • Team member
    T
    Cydney Nash, CFP®, CIMA® Wealth Manager @ Rhame & Gorrell Wealth Management

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 employees and executives in the energy, tech, and airline industries.