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7 articles tagged with 401k.

Your 401k Doesn't Support Mega Backdoor Roth? Here's What to Do Instead

If your employer's 401k plan doesn't offer after-tax contributions or in-plan Roth conversions, here are the best alternative strategies: Roth 401k, backdoor Roth IRA, Solo 401k, HSA, and more.

401kRothTax Strategy
How Much Should I Contribute to My 401k in 2026?

A practical guide to choosing the right 401k contribution rate. Covers 2026 IRS limits, employer match, income-based scenarios, tax savings, and a step-by-step decision framework.

401kBeginnerTax Strategy
401k Contribution Strategy When Changing Jobs Mid-Year

Switching jobs mid-year? Learn how the $24,500 elective deferral limit is shared across employers, how 415(c) limits work per employer, rollover options, vesting schedules, and how to optimize your contributions at your new job.

401kJob ChangeTax Strategy
How to Avoid Losing Your 401k Employer Match When Front-Loading

Front-loading your 401k can cost you thousands in lost employer match. Learn how per-paycheck match works, what a true-up provision is, and how to pace contributions correctly.

401kEmployer MatchTax Strategy
401k Fund Types Explained: Index Funds, Target-Date Funds, ETFs, and More

A beginner-friendly guide to the types of investments available in your 401k - index funds, target-date funds, mutual funds, ETFs, and company stock. How they work, what they cost, and how to choose.

401kBeginnerInvesting
401k Pre-Tax vs Roth vs After-Tax: What They Are and When to Use Each

A plain-English guide to the three types of 401k contributions: pre-tax, Roth, and after-tax. How each one works, when it makes sense, and how they interact with employer match.

401kBeginnerRoth
The Mega Backdoor Roth: A Complete Guide for 2026

How to contribute up to $72,000 to your 401k using after-tax contributions and in-plan Roth conversions. Includes 2026 IRS limits, step-by-step execution, and common pitfalls.

401kRothTax Strategy