Mega Backdoor Roth 401k 2021

Do you want to invest more towards your retirement?
In this video we’ll explain how to do this by utilizing a powerful employee benefit - the Mega Backdoor Roth 401(k). This benefit is also known as the After-Tax Roth Conversion. Roth Conversion Benefit.
Convert your after-tax dollars into a Roth IRA for tax-free growth and tax-free access in retirement.
The Mega Backdoor Roth benefit is gaining popularity within a lot of 401(k) plans and available to employees who work at companies like Microsoft, Amazon, Salesforce, Facebook, VMware, Snapchat, and many others. Check with your HR team if you are unsure your company provides this employee benefit.
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Video highlights:
► What are the tax benefits of using the Mega Roth Conversion
► Take advantage of the Mega Backdoor Roth 401k Conversion benefit if it is available to you through your employer sponsored 401(k) plan
►Learn how to convert the after-tax dollars in your 401(k) to a Roth
►A sample situation in which the Mega Backdoor Roth strategy is used to execute a Roth conversion
► The difference that using a Mega Back Door Roth Conversion can make in your finances
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Bellevue, WA 98004
We focus on providing comprehensive financial planning and investment advisory strategies for tech professionals and their families.
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Third Party:
Avier Wealth Advisors is not affiliated with any organizations mentioned in this video. There is no guarantee that the information we have provided is accurate. Employees are encouraged to contact their employer should they have any questions regarding their employee benefits.
Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations.
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