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Investing Specialists

Heavy Savers, Meet the Mega-Backdoor Roth

Aftertax 401(k) contributions will beat taxable-account contributions, especially for contributors who can do in-plan conversions or in-service withdrawals.

“Wait--are you sure you can do that?”

That was my husband’s response to hearing about my plan to redeploy some of the contributions that we had been making into our taxable brokerage account each month into my 401(k) instead.