Mega Backdoor Roth
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Here’s the One Tax Strategy Billionaires Use That You Can Copy in 2026
Yahoo Finance· 2026-02-28 14:12
Billionaires use tax strategies that sound complicated and out of anyone else’s league, but some of them work for regular high earners too. The best one flies under the radar because most people have never heard of it and some financial advisors don’t even know it exists. The Mega Backdoor Roth Solves a Rich Person Problem Anthony DeLuca, a CFP and CDFA who oversees approximately $170 million in client assets for Delta Advisory Group, explained the strategy ultra-wealthy individuals use that high-income ...