MAX RETIREMENT $ - Solo 401k and Mega Backdoor Roth are BFFs. #retirementplanning

358 viewsalmost 2 years ago0m 54sScore: 80

Lydia Patel

Regulations & Compliance
intermediate
Tax Strategy
LLC Structure
Profitability

Summary

The speaker discusses Solo 401k plans, highlighting their flexibility compared to employer-based options. She notes that Solo 401ks allow for a wider range of investment options like real estate and crypto and can be coupled with a Mega Backdoor Roth to put post-tax money into the Solo 401k, convert to Roth, and potentially grow tax-free.