Broker Check
03 May
401(k) plan’s tax optimization strategies


  • Different types of 401(k) plans, e.g., Pre-tax, Roth, After-tax 
  • The tax treatment and optimization strategies of different 401K plans 
  • Mega-backdoor 401k and related tax forms 
  • 401k conversion, rollover and recharacterization 
  • How do you make the most out of your 401(k) plan 

Date and Time

Wed, May 03, 2023

3:00p - 4:00p EST


Zoom webinar


Event Registration