4 Minute Read As of this writing, the Mega Backdoor Roth contribution is still in play. Whether that remains the case is something to be determined.
4 Minute Read This may be your last chance for the Mega Backdoor Roth 401(k), as the new tax proposal could eliminate it for all, regardless of income.
6 Minute Read Utilizing the mega backdoor Roth Solo 401(k) strategy will allow self-employed individuals to supercharge their Roth retirement savings.
3 Minute Read The advantage of using the mega Roth strategy is to maximize your retirement savings. Report Roth 401(k) plan conversions with IRS Form 1099-R.
4 Minute Read Get answers to your Roth 401(k) questions. Learn the benefits of tax-free income and gains, how to perform a rollover into or out of a Roth and much more.
3 Minute Read Traditional vs Roth 401k You may hear of the Roth 401(k) as more companies offer it as a retirement savings plan. In the past, when…
4 Minute Read Solo Roth 401(k) Benefits include components of the Solo 401(k) and the Roth IRA. It allows you to invest in assets you know, completely tax-free. Find out why this may be the best retirement plan if you’re self-employed or a small business owner.
3 Minute Read Roth Solo 401(k) benefits mix those of the Solo 401(k), such as high contributions limits and investments choices and tax-free growth of a Roth IRA.
6 Minute Read A Roth Solo 401(k) for real estate investments allows small business owners and the self-employed to generate tax-free gains on their real-estate investments.
2 Minute Read Solo 401(k) Tax strategy allows retirement investors to make non-deductible contributions. Not all custodians allow this, but IRA Financial Group does.