Aaron Millage

Aaron Millage, a financial advisor from Targeted Wealth Solutions and a former U.S. Air Force pilot, dives into the intricacies of the Mega Backdoor Roth IRA. He explains how some employer 401k plans allow for after-tax contributions, providing an opportunity for increased Roth IRA funding. Millage articulates effective strategies for timing contributions and withdrawals, as well as key tax implications. He also emphasizes the importance of personalized retirement savings decisions and shares valuable advice for high-income professionals navigating their financial futures.