Amazon Mega Backdoor Roth 2021

by | Sep 3, 2022 | Backdoor Roth IRA

Amazon Mega Backdoor Roth 2021




**Updated for 2022 – New Amazon Mega Backdoor Roth video**

In this video we show Amazon employees how to invest more towards retirement by utilizing the Amazon Mega Backdoor Roth 401(k). Learn how to take advantage of one of your most powerful Amazon employee benefits and learn about a new feature of the Mega Backdoor Roth within your Amazon 401(k) that makes setting up the strategy even easier (brand new as of 2021).

In this video you’ll learn:

0:30 Why people use the Mega Backdoor Roth

01:06 How much you can invest per year using the Mega Backdoor Roth Conversion

02:35 When you can contribute to the Mega Backdoor Roth

03:01 How a new feature for 2021 makes it even easier to set up the Mega Backdoor Roth Conversion at Amazon

03:45 The long-term benefits associated with investing into a Roth account

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🔗 More RESOURCES for Amazon employees on their benefits including the Amazon 401k plan, sustainable investing, and RSUs.

✅ LEARN MORE about the Amazon Mega Backdoor Roth Conversion on our blog

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Convert your after-tax dollars into Roth dollars for tax-free growth and tax-free access in retirement.

Video highlights:

• Overview of the Amazon Mega Backdoor Roth
• Example of an Amazon Mega Backdoor Roth conversion
• After- tax contribution timeline
• Automated functionality now available within your Fidelity 401(k)
• Tax reducing opportunities

See also  Tax Secrets Of The $5 Billion Roth IRA - Part 12 - Backdoor Roth IRA Pitfalls

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Avier Wealth Advisors
425-467-1011
10655 NE 4th St. Suite 508
Bellevue, WA 98004
info@avieradvisors.com

We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.

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#AmazonBackdoorRoth #Amazon401k #AmazonEmployeeBenefits #MegaBackdoor #Roth #401k #Backdoor #RothIra #DayOne #MegaBackdoorRoth
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Third Party:
Avier Wealth Advisors is not affiliated with Amazon. There is no guarantee that the information we have provided is accurate. Amazon employees are encouraged to contact their employer should they have any questions regarding their employee benefits.

Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations….(read more)


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