Have you ever maxed out your 401k and thought, ‘Where else can I put money that grows tax-free?’ If you’re a high earner, especially working in MedTech or the corporate world, this strategy might change the way you save for retirement. Matt breaks down one of the most powerful (and often overlooked) retirement strategies available today: the Mega Backdoor Roth. It’s a legal workaround for those who can’t contribute directly to a Roth IRA and are already hitting their 401k limits midyear.

Here’s some of what we discuss in this episode:

Understanding the Mega Backdoor Roth strategy

How the Mega Backdoor Roth process works

The long-term value of tax diversification

Ideal candidates for this approach

Key pitfalls to watch out for

0:00 – Intro

0:28 – What is a Mega Backdoor Roth?

2:33 – How does it work?

3:35 – Is this a good deal?

3:46 – Why does it matter?

4:21 – Who is this for?

5:05 – Mistake to avoid

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5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/

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