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Fortune: Brian Dudley Quoted in "How to Make After-Tax 401(k) Contributions"

Brian Dudley

- CFP®

3 minutes

Brian Dudley, CFP® senior vice president and financial advisor at Wealth Enhancement Group was quoted by Fortune in "How to Make After-Tax 401(k) Contributions."

“Some 401(k) plans allow you to take out these contributions as cash without penalty,” says Brian Dudley, a senior vice president at Wealth Enhancement Group in Burlington, Massachusetts. “If your plan allows this, you can do a mega backdoor Roth, which is where you roll after-tax contributions into an IRA outside of your retirement plan.”

Access the full article authored by Rachel Hartman here.

Brian Dudley

Senior Vice President, Financial Advisor

Burlington, MA

After many years of learning, growing, and providing advice to mainly pre-retirees, Brian began to realize that there was a need to help people much earlier in their lives. He firmly believes that if clients in the early stage of their professional trajectory hire an advisory team in that same growth space, great things will happen. Brian joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.