How a 401k Mega Backdoor Roth Saved One Seattle Tech Executive $370,000

What happens when a high income executive maxes out a 401k but misses an important step with after tax contributions? In this webinar replay, David L. Dunn, CPA/PFS, CFP®, CPWA®, explains how one overlooked 401k decision contributed to a $370,000 tax bill and what executives should understand about Mega Backdoor Roth strategies, after tax contributions, Roth conversions, and split rollovers. David covers: • How to contribute beyond the standard 401k deferral limit • How the Mega Backdoor Roth strategy can affect future taxation • Why unconverted after tax contributions can create a sizable tax bill • How automatic in plan Roth conversions may reduce that exposure • How a split rollover can affect taxation on existing after tax balances • Why creditor protection and company stock should be reviewed before taking action This webinar is designed for executives and high income professionals who are making meaningful 401k contributions and want a clearer understanding of where potential tax exposure may be building. Learn more about David Dunn Wealth at DAVIDDUNN.COM Subscribe for more insights on executive planning, tax efficiency, and strategic wealth coordination. David Dunn Wealth, LLC (DDW) is a member firm of The Fiduciary Alliance, LLC (TFA), a Securities and Exchange Commission registered investment advisor. See full disclosure at www.daviddunn.com. This content is for informational purposes only and should not be construed as investment advice or an offer to buy or sell securities or other financial products. DDW does not provide accounting services. While information is based on sources deemed reliable, its accuracy is not guaranteed. DDW is independent and not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, or their affiliates. Any reference is for illustrative purposes only. Always consult your own advisor before making financial decisions.