Mega Backdoor Roth ($66k Into Retirement): Step-By-Step How To & Rollover to Roth IRA

Follow along as I look at the Mega Backdoor Roth going through a few examples, then showing how it’s done in a retirement plan with an After Tax contribution. Then showing the process for rolling over the After Tax amount into a ROTH IRA and how the deduction appears in a pay check.

This is not financial advice and everyone should speak to a financial profession first before making any type of financial decisions.

Mega Backdoor Roth (MBR)

0:00 - Intro
01:30 - MBR Contribution Examples
06:10 - MBR Retirement Plan Setup
08:50 - MBR Rollover to a Roth IRA
14:35 - MBR Paycheck Deduction Example
15:57 - Year To Date Contributions

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