Broker Check

James V. Peters, CLU, ChFC

(949) 631-3840 ext. 2

Vlog

Here is a video on an excellent idea that Jim likes to call the "Super Backdoor Roth IRA."

Video Run Time: 4 minutes, 3 seconds

Video Date: 7/28/20


Check out this video for an update on the recent IRS Notice 2020-51 regarding the CARES Act.  

Video Run Time: 2 minutes, 3 seconds

Video Date: 7/20/2020