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Roth conversions, the backdoor, and the mega backdoor — what they are and who they're for
Some of the best tax moves I've seen in 20 years are ones the client had no idea they could make. That's how it goes with retirement money. You don't know what you don't know, and the door is often right in front of you. Roth conversions, the backdoor Roth, and the mega backdoor Roth are three of those doors. They all point at the same thing, which is money that grows and comes out tax-free later. I want to walk through what each one is, how it works, and who it tends to fit.
2 days ago
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