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Free Strategy Hour · 1 CPE Credit Available

Mega Backdoor Roth:
How High-Income Clients Can Build Tax-Free Wealth Beyond Standard Roth Limits

 Date-Time-Icon-White - (344x317)Wednesday, May 20, 2026 12PM EST/ 9AM PT

Acen Hansen Headshot- Yellow Circle

Acen Hansen 
CEO
Legacy Integrated

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about the Mega Backdoor Roth.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat the Mega Backdoor Roth is and how it helps high-income clients move significant after-tax dollars into Roth accounts)

Yellow Checkmark-Marker StyleHow the Mega Backdoor Roth differs from other retirement strategies )

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

 

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleInsights from the best specialists in the country

Yellow Checkmark-Marker StyleYour role as the accountant and what Legacy Integrated handles for you

About Your Hosts

Meet The Experts

Acen Hansen Headshot- Light Blue Circle

Acen Hansen 

CEO of Legacy Integrated

Acen grew up in a small farm town in Idaho. He came to Boise to attend Boise State, where he played rugby and got his Bachelor’s Degree and graduated with High Honors. Prior to joining Legacy, Acen was a Financial Representative with Northwestern Mutual. He loves working as a Wealth Advisor at Legacy, because he enjoys helping his clients plan and prepare their future in such a way that they don’t ever need to stress about the economic environment, because they know that they’ve taken the necessary proactive steps to have the means to create the future they want. For recreation, Acen enjoys playing sports, and is determined to find the best restaurant in Boise. You will find Acen at home with his wife, Larie, their children, Abram and Evelyn, and their dog, Payton. 

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn the Mega Backdoor Roth?

Wednesday, May 20 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit