Download Your Guide

Download your Mega Backdoor Roth Guide

Download

A Mega Backdoor Roth Unlocks More Tax Savings

A Mega Backdoor Roth strategy allows you to contribute up to an additional $40,500 1 to your 401(k) via an after-tax bucket. You can then convert those funds from after-tax assets to Roth assets, which makes your earnings on those dollars tax-free when you retire. Download our Mega Backdoor Roth Guide to learn:

Differences between Roth 401(k) and Mega Backdoor Roth

Tax advantages for business owners and high earners

Leveraging a Mega Backdoor Roth to access tax-free retirement income

Learn more ABOUT

Utilizing a Mega Backdoor Roth Strategy

Image of two people holding segments of a dollar coin supported by a larger hand, symbolizing employee financial wellness and the value of diversified 401(k). Bright yellow background suggests optimism and empowerment through FisherSMB’s retirement guidance.

How a Diversified 401(k) Can Cut Your Taxes

Learn how a diversified 401(k) can help small business owners cut taxes and boost retirement income. Simple breakdown with real-life examples.

Read the Article

Retirement planning visual with a person balancing money and goals on a scale. Discover plan features that help you achieve your retirement goals.

5 Reason Employees Love Roth 401(k)

A Roth 401(k) offers tax-free growth, higher contribution limits, and more flexibility in retirement. 5 reasons why your employees will love it—and why your company should offer one.

Read the Article

Illustration of a businesswoman climbing stacks of dollar bills, symbolizing the growth of 401(k) retirement savings through compound interest, set against a light blue background. Ideal for HR administrators managing company retirement plans

Roth 401(k) Guide

When you invest, you don’t go all-in on one stock. You diversify. Why should your retirement tax strategy be different? Get the Roth 401(k) Guide to learn more.

Download the Guide

1 Total Annual Contribution Limit is $61,500K <50 years and $67,500 > 50 Years. An individual can contribute up to $40,500 assuming that they also contribute the maximum total employee deferral contribution limit of $21,500 <50 years and $27,000 > 50 Years.