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Backdoor Roth IRAs

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High-income earners often face unique challenges when it comes to contributing to Roth IRAs. However, a powerful solution exists: backdoor Roth IRAs.

Kathleen Santiago

Senior Financial Planner, CIMA® Kathleen Santiago is an experienced financial planner at Larson Financial Group in Denver, CO, where she leverages her CIMA® (Certified Investment Management Analyst) designation to deliver sophisticated investment strategies and comprehensive financial planning. With over a decade of experience in financial services, Kathleen has developed a deep passion for helping clients … Continued

Margaret A. Leto

business administrator & sr. paraplanner As Business Administrator & Sr. Paraplanner, Margaret oversees the intricacies of operations, including marketing, onboarding, event planning, and client engagement. An engaging and passionate customer service expert, she is committed to anticipating her clients’ needs and exceeding their expectations. Before joining WorkOptional in 2017, Margaret was the Marketing & Membership … Continued

Generational Planning

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On average, it only takes three generations for a family’s wealth to be lost. Learn from one family’s mistakes and avoid the third generation curse.

Kyle Wort

Senior Financial Advisor Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. … Continued

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