The Mega Backdoor Roth Blueprint

Already maxed out your 401(k)? Already maxed out your Roth IRA? You can put tens of thousands more into a Roth this year through a legal loophole. The issue? Your HR team has never heard of it, and your CPA probably doesn't know how to do it. Here's exactly how.

4.9 (21)

$33.99$24.95

About 10% of what one hour with a CPA costs.

You could put an extra ~$46,000 into a Roth this year.

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This is for you:

You're a high-income earner
You've already maxed your regular 401(k) this year
Your plan allows after-tax contributions and in-plan conversions

This isn't for you:

You haven't maxed your 401(k) yet
Your employer's plan doesn't support it (the guide preview shows you how to check)

There are a few ways to screw this up: no conversion path, double taxation, etc. You usually don't find out until you file. This guide walks you around every one of them.

The Mega Backdoor Roth Blueprint

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What's inside

What is the Mega Backdoor Roth?
Do You Even Qualify?
The Core Payroll Settings
The Strategy Overview
The Walkthrough
Make It An Annual Habit
Case Study Example
The Solo 401(k) Path
Exit Strategies
Common Mistakes to Avoid
Frequent Asked Questions
Annual Tracker
The One-Page Cheat Sheet
Glossary of Terms

Reader Reviews

"Literally stumbled upon this idea, added an extra 10k in my Roth this year."

"The step by step format for the mega backdoor made it much easier to follow."

"A great resource for high earners."

"The guide broke down a complicated retirement strategy into manageable steps. It helped me understand whether my 401(k) plan could support this strategy."

"This is a strategy many people overlook because they don't understand how it works."

"Everything was explained neatly in one place. You could tell there was effort put into the guide to make sure everything was thought through"

"Exactly what I was looking for!"

"Honestly I will do this every year I can. Had no idea the Mega BackDoor strategy existed."

"Thought it was a good ebook. There was a good amount of detail on every step and I completed it faster than I thought."

"Made a seemingly complicated strategy feel approachable."

"I will recommend this guide it was very helpful!"

"Lots of detail! Easy to follow, and it assumed and answered the questions I had."

The Mega Backdoor Roth Blueprint

What's inside

Reader Reviews

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