Rhame & Gorrell Wealth Management invites you to their event

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

About this event

Are you maximizing the potential of your Microsoft 401(k) Plan?

In this webinar, Tyler Miller, CPA/PFS, CFP®, CIMA® will dive into Mega Backdoor Roth Conversions within the Microsoft 401(k).

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 complete it successfully.

During this event, we will cover:

  • What are Mega Roth Conversions?
  • How do they work within the Microsoft 401(k)?
  • What are the benefits?
  • Examples and potential pitfalls
  • Live Q&A

Hosted by

  • Team member
    T
    Tyler Miller, CPA/PFS, CFP®, CIMA® 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 Oil & Gas employees and executives.