Financial Pathways
We designed these pathways to answer specific questions we get from our clients and audience.
If you don’t find your answer here, ask us a new question and we’ll make you a pathway!
Can I do a Mega-Backdoor Roth?
A Mega-Backdoor Roth allows you to save up to $61,000 into your retirement account in a single year! It is an incredible tool, but it is not often available. Here is a quick pathway to help you determine if you are eligible. You will most likely have to speak with your plan administrator or HR people to get the answers you will need, but if you are able to save this much for retirement it is worth your time!
