Mega Backdoor Roth
Kristi explores the complexities of the mega backdoor Roth strategy, discussing her experience with her HR department regarding after-tax contributions to her 401(k). Despite some confusion around contribution limits, she highlights the importance of community support in navigating these financial options. The conversation also touches on the comparison between this strategy and investing in an employee stock purchase program.In this clip
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259 | Kristi & Big ERN
Related Questions
What's the contribution limit for a 401(k)?
What are the pluses and minuses of contributing to a Roth IRA vs using the Mega Backdoor Roth strategy if I've already maxed my before-tax 401(k) contribution?
What are the pluses and minuses of contributing to a Roth IRA vs using the Mega Backdoor Roth strategy if I've already maxed my before-tax 401(k) contribution, as discussed in the episode 046R | Selectively Hardcore and the clip Roth 401(k) Insights?