Rhame & Gorrell Wealth Management invites you to their event
About this event
In this webinar, Tyler Miller, CPA/PFS, CFP®, CIMA® will walk through the Mega Backdoor Roth strategy available within the Oxy 401(k) Savings Plan.
This advanced savings approach can enable Roth savings beyond standard IRS limits. However, the rules and steps involved can be complex, and understanding them is essential to implementing the strategy effectively.
During this session, we’ll cover:
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.
