This session was designed for members who wants to understand what a Mega Backdoor Roth is and learn the highlights of the SECURE Act 2.0.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain the structure and strategic benefits of a Mega Backdoor Roth IRA and how it differs from other retirement savings options.
- Summarize key provisions of the SECURE Act 2.0 and their implications for retirement planning.
- Address participant questions to clarify advanced retirement strategies and recent legislative updates.
Major Topics
- What is a Mega Backdoor Roth IRA?
- SECURE Act 2.0 Highlights
- Q&A Session