Intel employees – in this video, updated for 2021, we will explain how to invest more towards your retirement by utilizing a powerful employee benefit available to Intel employees- the Mega Backdoor Roth 401(k), also known as the After-Tax Roth Conversion Benefit.

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

00:25 How does the Mega Backdoor Roth work?
01:24 What is the benefit to Intel employees?
01:44 What are the tax benefits associated to using the Mega Backdoor Roth?

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FIND Alex Krider, CFP® on LinkedIn:
Email: alex.krider@avieradvisors.com
Direct: 503-347-8218

INTEL RESOURCES
More information for Intel employees on their benefits including the Intel 401k plan, SERPLUS – Intel’s deferred compensation benefit, sustainable investing, and RSUs.

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Video highlights:
• Overview of the Intel Mega Backdoor Roth
• Example of an Intel Mega Backdoor Roth conversion
• After-tax contribution timeline
• Tax reducing opportunities
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Avier Wealth Advisors
5200 Meadows Road
Lake Oswego, OR 97035
mailto:info@avieradvisors.com

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

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Third Party:
Avier Wealth Advisors is not affiliated with Intel. There is no guarantee that the information we have provided is accurate. Intel 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.

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