Unlock Advanced 

Retirement 

Strategies:

Unlock Advanced 

Retirement 

Strategies:

Join Our Masterclass on Backdoor Roth Contributions and IRS Form 8606 to Gain Expert Insights for Tax-Efficient Retirement Planning!

Join Our Masterclass on 

Backdoor Roth Contributions 

and IRS Form 8606 to Gain 

Expert Insights for Tax-Efficient 

Retirement Planning!

Why should YOU MASTER

this skill?

Tax Optimization: Backdoor Roth Contributions allow high-income earners to access the benefits of Roth IRAs, which offer tax-free growth and tax-free withdrawals in retirement. By understanding the nuances of this strategy and guiding your clients through the process, you can help them optimize their tax liability both now and in the future.

Long-Term Growth: 

By helping clients implement Backdoor Roth Contributions, you contribute to their long-term financial growth. Over time, tax-free growth within Roth IRAs can significantly impact their retirement nest egg, leading to greater financial security and peace of mind.

Enhanced Client Value: Offering expertise in Backdoor Roth Contributions sets you apart as a knowledgeable and strategic financial advisor. Providing this advanced strategy demonstrates your commitment to maximizing your clients' financial well-being and adds value to your advisory services.O

Holistic Financial Planning: Understanding IRS Form 8606 and Backdoor Roth Contributions enables you to provide comprehensive financial planning and differentiate yourself from competitors. You'll have the tools to address complex situations involving tax implications, retirement goals, and overall financial well-being.

Client Trust and Loyalty: Guiding clients through advanced strategies like Backdoor Roth Contributions fosters trust and loyalty. They'll appreciate your commitment to their financial success and be more likely to stay with you for their evolving financial needs.

Personal Fulfilment: Mastering advanced strategies such as Backdoor Roth Contributions can provide personal satisfaction as you help clients navigate complex financial situations and achieve their retirement goals.

Module 1

Focuses on laying the foundation for understanding the concept of Backdoor Roth contributions and their significance in strategic tax planning for retirement. In this module, you will learn the fundamental principles and concepts that underpin the Backdoor Roth strategy.

Module 2

Delves deeper into the technical aspects of the Backdoor Roth strategy. It provides a comprehensive understanding of the process involved in executing Backdoor Roth contributions and conversions, as well as the factors to consider when implementing this strategy.

Module 3

Cover the intricacies of the pro-rata rule, how it can come up, and what to do when it does. This module provides a framework for getting "cream out of the coffee" and helps clients execute this strategy when some Advisors would give up because they don't know how to navigate these obstacles.

Module 4

Take a break and focus on taking action on what you've learned so far. Information only has value if you implement so we make sure you have a chance to do just that.

Module 5

See real-life examples of what the correct reporting looks like when Backdoor Roth contributions are done by someone who knows their stuff. Tax planning only counts if it gets reported correctly and that is especially true in this area that can be full of landmines for the unfamiliar. 

Bonus Module

Bonus module that features discussions with financial advisors Matthew Jarvis and Micah Shilanski. In this module, the advisors provide valuable insights and real-world experiences related to implementing Backdoor Roth contributions and addressing client understanding and concerns.

Master Tax-Efficient Retirement