Mega Backdoor Roth- With Doug Orton

In the latest episode, Doug Orton of MFS joins Beacon's Spotlight to discuss the “Mega Backdoor Roth”—a retirement-planning strategy that may allow certain participants in employer-sponsored plans to make additional after-tax contributions and potentially convert those dollars to Roth assets. We cover how the strategy works, who may be eligible, the plan features required, and important tax and implementation considerations.