• 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 

This presentation is for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.