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The Mega Backdoor Roth Explained: Who It’s For and When It Works
Manage episode 490493194 series 3538801
Is the mega backdoor Roth IRA the ultimate tax shelter—or just a complicated headache?
Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense, especially for high-earning physicians.
Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of using after-tax dollars, and what makes the mega backdoor strategy so unique (and often underutilized).
You’ll learn who this applies to, the gotchas to watch for, and why more isn’t always better when it comes to tax strategies.
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