2024 Mega Backdoor Roth ($69k Into Retirement): Step-By-Step How To & Rollover to Roth IRA

Follow along as I look at the Mega Backdoor Roth going through a few examples, then showing how it’s done in a retirement plan with an After-Tax contribution. Then showing the process for rolling over the After-Tax amount into a ROTH IRA.

2023 Mega Backdoor Roth video https://www.youtube.com/watch?v=Q9pTVuiQx-s

This is not financial advice, and everyone should speak to a financial profession first before making any type of financial decisions.

Mega Backdoor Roth (MBR)

0:00 - Intro
00:56 - MBR Contribution Examples
04:56 - MBR Retirement Plan Setup
06:32 - MBR Rollover to a Roth IRA
09:40 - Summary

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