Solo 401(k) Mega Backdoor Roth Guide
00:00 - Prerequisites to the Mega Backdoor Roth
01:38 - Specialized Adoption Agreement
02:40 - Setting Up a Custom Adoption Agreement
03:44 - Setting Up the Proper Accounts
05:38 - An Example Once Accounts Are Set Up
07:40 - Frequently Asked Questions
09:49 - Wrap-Up and Getting Help
The Mega Backdoor Roth is one of the most powerful strategies you can use to potentially contribute over $69,000 into a Roth IRA. But did you know that you can set this up in a Solo 401(k)? This week, we are going to break down how someone who is self-employed can set up their Solo 401(k) to be Mega Backdoor Roth compatible.
Resources:
The Ultimate Solo 401k Guide + Setting Up the Mega Backdoor Roth Feature • The Ultimate Solo 401k Guide + Settin...
Solo 401(k) Guide https://mdrnwealth.com/what-is-a-solo...
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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