Mega Backdoor Roth
How to unlock the automated Mega Backdoor Roth conversion if I have funds in an after-tax account on Carry?
If you have an after tax account that is visible to you - you can use the instructions linked here to unlock MBDR. To get the balance in the after tax...
How can I do a Solo 401k Mega Backdoor Roth Conversion?
A Mega Backdoor Roth conversion consists of many moving parts and can seem confusing if you’re attempting to do one for the first time. At Carry, we s...
What is the Optional After-Tax account? (After-Tax vs Roth)
Since both Roth and After-Tax contributions are made with “after tax” income, many people confuse the difference between the two types. The Mega Backd...
Solo 401k Mega Backdoor Roth Conversion Destinations
When executing a Solo 401k Mega Backdoor Roth Conversion , you can choose either a Solo 401k Roth account or a Roth IRA as the ultimate destination f...