EPISODE · Oct 2, 2023 · 29 MIN
The Mega Backdoor Roth Made Simple, With Kelley Long
from WealthChannel Academy · host WealthChannel
In 2023, investors are able to put $66,000 into their 401(k) or 403(b) plans. But most contribute less than half of that, even if they have sufficient income. Kelley Long joins Michael to discuss the Mega Backdoor Roth, a strategy for making after tax contributions to a qualified plan and then immediately converting to a Roth account in a nontaxable event.
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This episode is 29 minutes long.
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This episode was published on October 2, 2023.
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