Mega Backdoor Roth Strategies

In this video, we will cover:

To learn more, visit https://bogartwealth.com/mega-backdoor-roth/

  1. Overview of Retirement Plan Account Types
  2. Roth Conversion Basics & Reasons to Convert
  3. How the Mega Backdoor Roth Strategy Works
  4. In-Plan Roth Conversions vs. After-Tax Rollovers
  5. Examples: Mega Backdoor Roth (with and without Company Match)
  6. Examples: Mega Backdoor Roth (Partial Year – 2020)
  7. Examples: Mega Backdoor Roth (Full Year – 2021+)


Subscribe for premium video content that will only be available via e-mail.

  • This field is for validation purposes and should be left unchanged.


  • This field is for validation purposes and should be left unchanged.

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

IT Support by SADOSSecure, Fast Hosting for WordPress

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.