John talks with fellow WorthPointe advisor Matt Addington CFP® about Back Door Roth Conversions as a fellow up to Ep. 52 where Matt and John talked about Roth Conversions in general.  During the show, John talks about: The Why behind wanting to have a portion of an investors portfolio in a Roth IRA The mechanics of a Back Door Roth Conversion  The major barriers that often disqualify investors and mistakes to look out for At the end, Matt and John talk also about a Mega Back Door Roth strategy within an active 401k Plan.  Connect to John directly at: https://www.thejohnchapmanshow.com.  Disclaimer reminder that this is not tax advice and should be review with your financial planner and tax advisor See omnystudio.com/listener for privacy information.

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