Mega Backdoor Roth IRA: Is It Really Mega?

The Mega Backdoor Roth takes investing in a traditional 401(k) to the next level for high-income earners. If you meet the eligibility requirements, you could stash an extra $41,500 for retirement in a Roth IRA. However, it’s complicated, and mistakes can be costly.

What Is an Individual Retirement Account (IRA)?

An individual retirement account (IRA) is a savings and investment account with tax advantages. A traditional IRA uses pre-taxed dollars, while a Roth IRA uses after-tax dollars. As a result, they both have tax savings, either now or later.

Roth IRA Versus Traditional IRA

A Roth IRA is an individual retirement account (IRA) funded with after-tax dollars. It allows funds to grow over time without incurring taxes on the profits. In other words, withdrawals aren’t taxed during retirement, leaving more money in the pockets of retirees.

Backdoor Roth IRA

The backdoor Roth IRA allows high-income earners to transfer funds from a traditional IRA to a Roth IRA. Individuals must pay taxes on the money that is transferred and may transfer up to the maximum $6,000 contribution limit for individuals younger than 50 years of age.

Mega Backdoor Roth IRA

The Mega Backdoor Roth IRA allows you to supercharge your investments. After maximizing your contributions to a traditional 401(k), you can contribute after-tax dollars up to the annual maximum contribution if your employer plan allows it.

Benefits of a Mega Backdoor Roth IRA

It can rapidly increase overall retirement savings rates. The Mega Backdoor Roth IRA allows for significant tax-deferred growth when done correctly.

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