mega backdoor Roth
concept
6 mentions
3 recordings
first heard May 2026
last heard 12 Sep
↑5 this month
After‑tax retirement contribution strategy allowing Roth conversion
Trend
Peak in the day, 12 Sep — 3 mentions across 1 series.
Moments
newest first · ▶ plays the momentRobert BrokampMotley Fool Hidden Gems Investing · Three Lesser-Known But Powerful 401(k) Features · 8:35 · 12 Sep
…Now I do have to point out that these in-plan Roth conversions have many moving pieces, and if done incorrectly can result in a higher tax bill.…
Robert BrokampMotley Fool Hidden Gems Investing · Three Lesser-Known But Powerful 401(k) Features · 8:22 · 12 Sep
…Once you've converted that after-tax money, those assets will grow tax-free, and this conversion of after-tax contributions into Roth assets has come to be known as the mega backdoor Roth.…
Robert BrokampMotley Fool Hidden Gems Investing · Three Lesser-Known But Powerful 401(k) Features · 4:16 · 12 Sep
…All right, let's move on to the mega backdoor Roth.…
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