Flight #124: Advanced Roth Strategies and New Changes

February 20
43 mins

Episode Description

Are you missing opportunities to build tax-free retirement income? In Part 2 of this Roth series, we break down the latest changes and advanced strategies that could significantly impact your retirement plan. You'll learn how the new Roth catch-up rules affect those 50 and over, what the Roth NEC means for high earners, and how the mega backdoor Roth works in practice.

Take The Pilot Wealth Index to find out if you are on track for retirement!

You can find show notes, resources and more at: https://tinyurl.com/3hr2psac

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