Mega Backdoor Roth: Part 2

Mega Backdoor Roth: Part 2

by | Jul 18, 2024 | Pension Pulse

One of the most frequently asked questions we receive is whether we can create a “mega backdoor Roth” inside a client’s 401(k) plan. While a lot of inquirers believe this is one simple box to check inside a plan, it in fact involves several steps and provisions that...