Learn how Meta’s mega-backdoor Roth strategy helps employees boost retirement savings beyond standard limits and enjoy tax-free growth. This powerful strategy allows after-tax contributions to grow tax-free, offering a significant advantage for long-term wealth accumulation.

In this guide, you’ll learn everything about Meta’s mega-backdoor Roth, including how it works, contribution limits, tax implications, and case studies to help you decide if it’s right for you.

In this short video, I break down the key updates to 2025’s most important financial planning numbers and what they mean for you. From tax brackets and capital gains implications to Social Security and Medicare surcharge updates to 401(k) and HSA contribution limits, I highlight the most impactful shifts and share insights to help you plan financially for 2025.

In this short video, I cover key takeaways from the 2025 JPMorgan long-term capital market assumptions report and highlight four actionable steps you can take now to stay ahead and plan effectively for the long term.

The 2025 Mega-Backdoor Roth strategy is one of the most powerful ways high earners can boost retirement savings beyond standard 401(k) limits. In this guide, you’ll learn how the strategy works, contribution limits by age, step-by-step setup instructions, tax implications, and when it makes sense to use it.

Health Savings Accounts (HSAs) allow individuals with high-deductible health plans to save for medical expenses by offering a triple-tax advantage. Despite the significant benefits, recent studies suggest that only 10% of Americans utilize HSAs, even though they were introduced in 2003. Learn more in this HSA guide about eligibility, triple-tax advantage, and other important planning considerations.