What is the Mega Backdoor Roth and How to Do It Right

Published: 16 May 2024
on channel: John Boyd, CFP®
1,249
66

0:00 - Intro
02:36 - Basics of the Mega Backdoor Roth
04:14 - Three Contribution Types
07:43 - Real-Life Example of the Mega Backdoor Roth
12:37 - Do Not Forget to Convert
14:07 - Considerations around the Mega Backdoor Roth
19:07 - Wrap-Up

This episode is intended to be financial education only and is not intended to be specific tax, legal, or investment advice. Please consult a professional for specific advice.

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