Posts tagged Mega Backdoor Roth

Mega Backdoor Roth, Part Two: Is the Mega Backdoor Roth Strategy Right for Me?

Depending on the specifics of your employer’s 401(k) plan (which you can access anytime by referencing the Summary Plan Description, or SPD), Mega Backdoor Roths via NRATs offer a ton of upside.

Chris Jennings, Financial Life Stages, Retirement Planning, Working with Heron Wealth, Good to KnowChris JenningsNovember 2, 2021Retirement, Retirement Planning, Roth IRA, Mega Backdoor RothComment

Mega Backdoor Roth, Part One: A Primer on Non-Roth After-Tax Contributions

Mega Backdoor Roth strategies have been in the news (not to mention Congress) a lot lately. In Part One, I review what they are, how they work, and how they differ from other retirement account strategies.

Chris Jennings, Financial Life Stages, Good to Know, Retirement Planning, Working with Heron WealthChris JenningsOctober 28, 2021Roth IRA, Mega Backdoor Roth, Non-Roth After-Tax Contributions, Wealth ManagementComment

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