“Mega Backdoor” Roth 401(k) Contributions

Mike Troxell

October 27, 2022

Employee Benefits, Tax, Retirement

“Mega Backdoor” Roth 401(k) Contributions

If you are maxing out your regular 401(k) deferrals, making annual “backdoor” Roth IRA contributions, and still have additional funds to be put away for retirement, then making after-tax “mega backdoor” Roth 401(k) deferrals could be your next savings step. Those contributions can be incredibly impactful in helping you arrive at retirement with a large tax-free account.

Mike Troxell

October 20, 2022

Equity Compensation, Employee Benefits

Salary Negotiation: A Detailed Guide

Mike Troxell

October 20, 2022

Equity Compensation, Employee Benefits

A higher starting salary can lead to thousands (or millions) more dollars over the course of a career. Meanwhile, salary negotiation is often approached without the intention and thought it deserves.

In this piece, we take a deep dive into the art of compensation negotiation. We’ve drawn on research and feedback from recruiters, hiring managers, and employees.

Mike Troxell

November 19, 2021

Employee Benefits, Tax

FAQ for Health Savings Accounts (HSAs)

Mike Troxell

November 19, 2021

Employee Benefits, Tax

Health Savings Accounts (HSAs) are accounts specifically designed to help you pay for medical expenses. They are similar to IRAs (retirement) and 529 Plans (education), but can result in even larger tax savings when utilized correctly. Below are answers to the most frequently asked HSA questions.