Beyond the Max: Where Smart Money Goes

Beyond the Max: Where Smart Money Goes

Register Now!

August 6th, 2026 at 12pm EST

If you’re a high-income Amazon employee and you’ve already checked the standard boxes, you’ve done more than most. But here’s the problem: the benefits handbook usually stops there. It doesn’t tell you what to consider next.

In about 45 minutes, Jason Epps, CFP®, CRPC®, and Vice President at KFA Private Wealth Group, will walk through planning strategies that may exist beyond Amazon’s standard benefit options, and how to think about using them based on your income, RSU vesting schedule, and long-term goals so that your money works for you.

We’ll cover:

  • The Mega Backdoor Roth — how Amazon employees may be able to contribute tens of thousands of additional dollars toward tax-free retirement savings annually
  • The HSA’s triple tax advantage and why it’s often underutilized by high-income earners
  • Taxable brokerage accounts — how to invest beyond retirement accounts while managing tax impact
  • 529s, Trump Accounts, and Custodial Roth IRAs — how to compare savings options for your kids
  • A practical sequencing framework so you know what to prioritize and when

Register now. You’ve worked hard to earn what you have. Make sure your financial plan is working harder.

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