Question

Can I do a Mega Backdoor Roth at NVIDIA?

Answer

Yes. NVDA allows you to contribute to an after-tax 401(k) which then requires you to convert this to a Roth IRA. We’ll help you set this up. This strategy involves multiple steps and can trigger unexpected tax consequences if not executed correctly. We highly recommend that you speak with a financial advisor who understands NVIDIA’s plan structure (like our specialists at Mercer Advisors) and check with your 401(k) plan administrator to help ensure your setup is correct.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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