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Learning, Sharing, and Teaching => Investor Alley => Topic started by: mmm_tasty on April 20, 2018, 11:39:23 AM

Title: Mega Backdoor Roth via Solo 401K after gaining employees. Legitimate?
Post by: mmm_tasty on April 20, 2018, 11:39:23 AM
NOTE: Moving this topic to the tax board. It's probably better suited there. Apologies for the double post! https://forum.mrmoneymustache.com/taxes/mega-backdoor-roth-via-solo-401k-after-gaining-employees-legitimate-91110/

I'm wishing to perform a mega backdoor roth this coming tax year and am unsure whether I am allowed to do so.

Let me make an attempt at a concise context:

Are after-tax contributions allowed to a s401K once the IRS "test" no longer passes, or are they viewed much the same as a usual employer or employee contribution? Is there anything else here that will pose a problem?

Thanks gang!
Thoughts?