The Microsoft 401k Hack

The Microsoft 401k Hack

October 30th, 2025 at 12:00pm EDT


Join Jason Epps, CFP®, CRPC®, to discover how Microsoft professionals are leveraging this powerful Mega Backdoor Roth strategy to maximize retirement savings and build substantial long-term, tax-free wealth.

What You’ll Learn:

  • How the Mega Backdoor Roth strategy works— specifically at Microsoft
  • Who is eligible, and why this strategy is ideal for high earners
  • Proven tactics to optimize long-term tax savings
  • Common (and costly) mistakes and how to avoid them
  • Aligning this strategy with your broader financial plan

Stick around for an open Q&A to get personalized, actionable strategies and answers to your specific questions.

Space is limited to 100 participants.

Reserve your spot now and learn how to make this powerful strategy your secret weapon for building tax-free retirement wealth!