How Investors Can Determine if a Mega Backdoor Roth Is Right for Them

Adam Fuller, CFA, CFP, principal at Homrich Berg, explains how investors can determine if a mega backdoor Roth is right for them. Read the full article in U.S. News & World Report here.

About Homrich Berg

Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $9 billion for more than 2,000 family relationships nationwide.