Mega Backdoor Roth IRA | 5 easy steps

by | Dec 30, 2022 | Backdoor Roth IRA | 2 comments

Mega Backdoor Roth IRA | 5 easy steps




Learn how to use the Mega Backdoor Roth IRA to super charge your retirement savings. In this video, we provide a step by guide on this 100% legal tax loophole. This strategy employs your 401k, an in service withdrawal and nondeductible IRA conversion to get money into your Roth IRA. Learn more here!
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2 Comments

  1. Peter Hou

    Debating whether to add this to my list to further tilt the retirement vs. non-retirement asset balance… very tempting for sure!

  2. Monica Katie's Garden

    Hello there! This is very interesting. Didn’t know we could do this.

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