401k Critical Mistake #1 : Not Considering Hyper-Funding Your 401k with Mega Backdoor Roth for 2025 скачать в хорошем качестве

401k Critical Mistake #1 : Not Considering Hyper-Funding Your 401k with Mega Backdoor Roth for 2025

Are you unknowingly missing out on one of the most powerful tax strategies available to executives? Numerous tech and aerospace executives max out their 401Ks but overlook a unique opportunity to convert today’s income into tomorrow’s tax free wealth. And if you are over 50, this opportunity becomes even more valuable. In this video, I break down 401k Critical Mistake #1 Failing to make after-tax contributions and automatically convert them to your Roth 401k. Missing either step can quietly cost you tens or even hundreds of thousands of dollars in future taxes. What You Will Learn in This Video ✅ Why after-tax contributions are one of the most overlooked 401k features ✅ How automatic daily in plan Roth conversions unlock the true power of the strategy ✅ 2025 IRS contribution limits (pre-tax, after-tax and total 401k limits) ✅ The real world tax trap executives fall into, illustrated by Jason’s $74,000 mistake ✅ A simple 3 step framework to use the Mega Backdoor Roth strategy correctly ✅ Two major warnings to avoid triggering unnecessary taxes This strategy can be transformative, especially for executives who are phased out of Roth IRA eligibility. When done correctly, it becomes a rare and efficient path to building substantial tax free retirement income. Follow The Critical Mistakes Series™ on • LinkedIn • YouTube • Instagram • Or visit DAVIDDUNN.COM #DavidDunnWealth #CriticalMistakesSeries #MegaBackdoorRoth #ExecutiveWealth #401kPlanning #TechExecs #AerospaceExecutives #RSUPlanning #TaxStrategy #CPAWealthAdvisor David Dunn Wealth, LLC (DDW) is a member firm of The Fiduciary Alliance, LLC (TFA), which is a Securities and Exchange Commission registered investment advisor. See full disclosure at www.daviddunn.com. Information contained herein is for information purposes only and should not be construed as a solicitation for investment advice or for the purchase or sale of any securities, insurance or other investment products. DDW does not provide accounting or public accountancy services. While information contained herein is based on sources deemed reliable, the accuracy and completeness are not guaranteed. DDW is independent and not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, or their affiliates. References to these companies are for illustrative purposes only and do not imply any relationship or endorsement. This video is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or to undertake any investment strategy.