A mega backdoor Roth is a retirement strategy that lets high earners contribute after-tax dollars to a 401(k) beyond the standard $24,500 employee deferral limit, then convert those dollars to a Roth account. In 2026, total 401(k) contributions can reach $72,000, or $83,250 for eligible participants ages 60 through 63.

New rules are changing how catch-up contributions work for high earners. Here's why the shift to Roth may actually work in your favor.

Wealth without structure creates unnecessary risk. These six strategies help high-net-worth individuals organize, protect, and grow their assets in 2026.

Unnecessary taxes quietly erode your wealth over time. Explore tax-efficient strategies that help high-net-worth families keep more of what they earn.

High-net-worth individuals face a different tax game entirely. The strategies that built your wealth may not be the ones that protect it.

Donor-advised funds let you maximize charitable impact while gaining immediate tax benefits. Learn how DAFs fit into a smart giving strategy.