Sara Grillo

AUGUST 14, 2023

Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. in English Language and Literature.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

While you get no tax deduction today for these additional contributions, the power of the Roth account is that the money grows tax-deferred and is tax-free when you pull it out at retirement. Planning Note: In some of the proposed tax changes currently in Congress for 2022, this Mega Backdoor Roth option is eliminated.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52