You probably have a few super saver clients who are already maxing out their 401(k)s and IRAs but would like to save even more. In this video, we are going to discuss how certain 401(k) participants can save much more in their 401(k) plan if certain features are available.
We will discuss:
Taking advantage of After-Tax Contributions
Comparing the Mega Backdoor Roth and Roth In-Plan Conversion strategies
Understanding who may and may not be able to use these strategies