MEGA Backdoor Roth Conversion Explained (2 Simple Steps!)

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Are you contributing to the after-tax portion of your 401k to save as much as possible for retirement? Watch this short video to learn how to turn that after-tax bucket of money into a TAX-FREE bucket with TWO easy steps!

0:00 Introduction
1:15 A Major Gripe
1:55 An Important Question
2:23 The Definition
3:57 3 Buckets of your 401k
4:31 The Mechanics
5:40 3 Question Filter


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Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions.

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