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Mega Backdoor Roth with ERISA 401(k) Plans
Most plans that are not owner-run, such as those offered by hospitals, universities, and other large employers don't allow the option for doing Mega Backdoor Roth conversions, but a smaller partner-run practice plan can easily adopt any changes necessary to implement the mega backdoor Roth 401(k) strategy. Read onHiring a Fiduciary Adviser for Your Retirement Plan
While fiduciary liability is an important consideration, the primary reason to hire a fiduciary who will act in your best interest is to help you minimize your plan expenses and assist you in managing your plan investments. Read onRetirement Plan Advice: Our Value Proposition
We are an independent fee-only wealth management firm that offers retirement plan consulting services to small business owners. We will work with you to design the plan that's right for you. Read on