Mega Backdoor Daniel Lee Mega Backdoor Daniel Lee

Unpacking the Mega Backdoor Roth IRA

Are you a high-income earner, highly interested in stockpiling significant savings for your future retirement and/or legacy goals?

If so, you’ll want to know more about this high-flying retirement planning strategy. It can throw a powerful, tax-wise punch for savvy super-savers.

Part One: Making Basic Contributions

Part Two: Adding After-Tax Contributions

Part Three: Doing the Two-Step Mega Backdoor Roth

Part Four: Incorporating IRAs

The Sum of Your Retirement Planning Parts

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Mega Backdoor, HSA, NQDC Daniel Lee Mega Backdoor, HSA, NQDC Daniel Lee

How to Maximize Retirement Savings Using Your Company’s Employee Benefits Policy

3 Useful Company Employee Benefits Policies for High Earners

The most advantageous — and often overlooked — benefits companies offer employees that are particularly useful for high earners are mega backdoor Roth contributions, health savings accounts (HSAs), and deferred compensation. Here is a quick breakdown of each benefit:

1. Mega Backdoor Roth Contributions

2. Health Savings Accounts

3. Deferred Compensation

Leveraging the Benefits Companies Offer Employees Strategically

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