Retirement and Pre-Retirement | Jul 27, 2021

VIDEO: How to Make the Best Use of Roth Strategy for Your Savings

by Brian J. Lockett, CFP®
Vice President, Lead Advisor

In recent years, the mega back-door Roth conversion strategy has emerged as an incredibly useful tool — but not many people know about this "hidden gem" that may enable you to save thousands more toward retirement.

Learn more about how to make the best use of the back-door Roth strategy for your savings from CWM Certified Financial Planner™ professional Brian Lockett, and read our blog post on the same topic for even more insights.

Return to News

As vice president and lead advisor for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex.

View more posts by Brian

From complimentary, no-pressure initial consultations to ongoing client strategy meetings, CWM financial advisors are here to explore your goals and create a road map to help you live richly.

Name *

Email *

How did you hear about CWM? *

Google / Search Engine

Facebook / Instagram

Friend or Family

Other

Phone Number

Entry Page

CWM is committed to protecting the security of your personal information and will not disclose your information to any third party. Please review our Privacy Policy for more information.

Media Inquiries

Annie Alley

Related Insights

Articles

Should You Take the Offer? 9 Things to Consider About a Voluntary Retirement Package

Voluntary retirement packages present an opportunity for careful analysis of your plan.

View All

Plan Intentionally

Schedule a complimentary, no-pressure phone call with a CWM financial advisor to learn if our breadth of consulting services and purpose-driven approach aligns with your needs.

Schedule