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Posts Tagged ‘401(k)’

2019 Microsoft 401k Mega Backdoor Roth Conversion

With 401(k) contribution limits increased in 2019, Microsoft employees have the ability to save even more into Roth by utilizing the 401(k) After-Tax Roth Conversion benefit, also known as the Mega Backdoor Roth Conversion. Thanks to a recent IRS ruling, individuals at specific companies can now save additional Roth dollars each year in their 401(k), […]

Lars Phillips, CFA, CFP® | January 9, 2019

The Batteries of our Life Plan

The Batteries of Our Life Plan With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to make sure the “batteries” for our […]

Luellen Lockwood, MBA, CPA, EA | April 20, 2016