Webinar 4: Mega Backdoor Roth: Understanding the Strategy and Eligibility Factors

May 25, 2026

About this webinar

Some employer retirement plans allow additional after-tax contributions beyond standard deferral limits. In this session, we’ll explain the commonly referenced “Mega Backdoor Roth” concept, including how after-tax 401(k) contributions and in-plan Roth conversions may work when permitted by an employer plan. We’ll also discuss plan-specific rules and illustrate how employees evaluate whether this strategy is available to them.

What you will learn:

How after-tax 401(k) contributions and in-plan Roth conversions are structured

Why availability varies by employer plan
Illustrative scenarios showing how employees assess this option

Actionable Takeaway:

Use a high-level checklist to determine whether your employer’s plan may allow after-tax contributions and Roth conversions.

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Connor Low, CFP®, EA, ChFC®

Owner/CEO
Wealth Management Advisor

Connor Low is an Investment Advisor and Lead Financial Planner, as well as the founder of Iarann Wealth, a wealth management firm based in Durham, North Carolina. Born in New York, Connor later moved to North Carolina and has dedicated his career to delivering financial planning and investment strategies, helping clients build and preserve wealth through tailored solutions.

About Iarann Wealth

At Iarann Wealth, we help high-income earners, business owners, and families create tailored financial strategies that support long-term growth and security. With a holistic approach to wealth management, our team partners with you to simplify complex financial decisions and align your money with your goals.

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Disclaimer

Information presented here is for general informational purposes only and should not be construed as individualized advice. All investing involves risk. Past performance is no indication of future results, which cannot be guaranteed. Market conditions change continuously. Iarann Wealth and Private Client Services do not offer tax or legal advice. Always consult a professional regarding your specific situation.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Private Client Services, a Registered Investment Advisor. Private Client Services and Iarann Wealth are unaffiliated entities.