Ep #172: Breaking Down the MEGA Backdoor Roth - podcast episode cover

Ep #172: Breaking Down the MEGA Backdoor Roth

Jan 30, 202415 minTranscript available on Metacast
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Episode description

The retirement account landscape can be confusing. But maximizing these savings vehicles is so important for ER doctors seeking financial independence. So when the perfect storm of large savings needs meets tax and retirement planning strategies, the mega backdoor Roth strategy may be the tool to get the job done. 

On today’s episode, we’ll give an overview of tax-preferenced retirement accounts, break down the mega backdoor Roth strategy, and go over the scenarios where it makes the most sense to utilize.