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.

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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.

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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.

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