Tag
secure-2-0
2 posts tagged secure-2-0
- US Investing·
Turning RSUs into a retirement corpus: 401(k), backdoor and mega-backdoor Roth for US employees
Your RSUs are taxable cash flow. Here's how US employees route them into a retirement corpus — maxing the 401(k) at $24,500, the backdoor Roth, the mega-backdoor up to the $72,000 limit, and asset location.
- US Investing·
The SECURE 2.0 mandatory Roth catch-up rule for high earners in 2026
From 2026, high earners 50+ must make 401(k) catch-up contributions as Roth. Who's affected, how RSU wages trigger the rule, and how to plan.