Planning

The Evolution of the Super Saver Stategy

By November 15, 2024No Comments

In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan participants are now able to contribute up to $69,000 in a 401(k) or 403(b) plan within a calendar year. For those who would benefit from saving more than the commonly referred to $23,000 “maximum,” this solution, also known as the “Mega Backdoor Roth”, could be tremendously beneficial.

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