Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. retirement.

Hi, everyone, and welcome back to another episode of Ready for Retirement.

I'm your host, James Cannell.

Today's episode is going to be about mega backdoor Roth conversions.

We'll describe what it is.

We'll describe where it comes into play.

And really, we'll talk about when does it make sense and when doesn't make sense when you look at your overall financial strategy. This episode is based upon a listener question and the

listener's name is Eric. Eric says this. He says, hi, James. Thank you for your excellent podcast.

I have successfully been taking advantage of the aftertax contribution slash conversion strategy, in parentheses, mega back to a Roth, and my 401k

for three years, and I've always done this later in the year. Assuming my plan permits it, and I do not

exceed the IRS total aggregate contribution limits, do you see any reason why I shouldn't execute

the strategy early in

23 if the market is still at lower valuations? Thank you very much. All right, Eric,

well, thank you very much for that question, excited to go through it today. Just a quick reminder,

if you've not already done so already, please be sure to leave a review for the Ready for Retirement

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