bullish-academy.com

5
5 Based on 30 reviews

Helping individuals build wealth...

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Autumn Kelly
The world of 401ks

The world of 401ks, roth iras, mega backdoors, backdoor conversions are all really confusing and because of that my wife and I weren't taking full advantage of everything that we could do.After meeting Ryan, we setup a Brokerage account with automatic monthly deposits that will cost average over time, we set up solo 401ks, did the roth ira conversion, and setup a megabackdoor account. Furthermore, we picked up tax credits that paid for his service in 1 fell swoop.Really happy with working with Ryan and suggest any entrepreneur with W2, 1099, or both income to work with him to optimize contributions.

5
Date of experience: Jan 20, 2025

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