was successfully added to your cart.

An Effective Step Toward Tax Diversification

In our latest podcast, OJM Director of Financial Planning Michael Lewellen, CFP®  and Director of Wealth Advisors Bob Peelman, CFP® provide answers to frequently asked questions about the Backdoor Roth IRA Strategy.  This strategy was recently confirmed by the IRS as an allowable transaction and can provide an effective step toward tax diversification.

soundcloud connect logo

Leave a Reply