If you are a small business owner or independent contractor with a solo 401k you may have a problem doing a Roth conversion or mega backdoor Roth. Knowing why your plan can't allow these contributions and what you can do to fix it early can help you max your Roth Solo 401k.
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Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you.
TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
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