Mega Backdoor Roth Strategy for Retirement

Phased out of Roth IRA contributions in 2026? Learn how the Backdoor and Mega Backdoor Roth rules can open up to $72,000 in potential tax savings this year. Get your Modern Confidence Score here: yourconfidencescore.com  Meet with us: https://bit.ly/4vaWAge Education center: https://bit.ly/4oAbsSY Retirement Plan Checklist: Retirement Checklist Insights provided by Chris Rett, CFP®, AIF® and Dean Barber Managing Director of Modern Wealth Management, LLC Sources: 2026 401(k) and IRA Contribution Limits https://www.modwm.com/2026-401k-and-ira-contribution-limits/   401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500 https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500   https://youtube.com/shorts/S6j73TdwHMo?si=GC8PVn76y2grlock   https://www.youtube.com/shorts/S6j73TdwHMo   IRS Newsroom: 401(k) limit increases to $24,500 for 2026, IRA limit increases to $7,500: [https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500  https://investor.vanguard.com/investor-resources-education/iras/roth-ira-income-limits   https://www.tiaa.org/public/retire/financial-products/iras/ira-contributions-tax-benefits/income-and-deduction-limits  TIAA Wealth Management: 2026 catch-up contribution limits: [https://www.tiaa.org/public/invest/services/wealth-management/perspectives/catch-up-contributions-2026  MissionSquare: 2026 Retirement Plan Contribution Limits (401k, 457(b) & More): [https://www.missionsq.org/plan-sponsors/plan-rules/contribution-limits  _____ Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.  The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.