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September 24, 2025 β€’ 9 mins

This episode breaks down the Mega Backdoor Roth strategy: how self-employed individuals can use a Solo 401(k) to push far beyond standard Roth contribution limits by combining employee and employer contributions and performing in-plan Roth rollovers.

Hosts explain contribution limits, step-by-step mechanics, a real example, and why this approach can create significantly larger tax-free retirement savings over time.

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