Stoia

Personal finance glossary

After-tax contribution

Definition

Retirement plan money contributed from pay that has already been taxed, separate from pre-tax and Roth contributions. In plans that allow it, after-tax dollars sit in their own 401(k) bucket: the contributions come back tax-free, but the earnings are taxed on withdrawal unless converted to Roth.

Why it matters

After-tax contributions matter mostly to high savers who have filled the regular buckets: converting them to Roth (often called a mega backdoor Roth) turns taxed-once money into tax-free growth.

Example

A high earner who has maxed regular 401(k) deferrals adds $10,000 of after-tax contributions and converts them to the plan's Roth side soon after. The $10,000 was already taxed, the quick conversion means little extra tax, and future growth is tax-free.

Put it into practice

Related terms

This definition is educational, not financial, legal, or tax advice. U.S. rules and limits change; verify time-sensitive details with official sources. See our disclaimer.

See these terms in your own numbers

Stoia shows your net worth, budgets, and goals in one calm place, so the vocabulary becomes your dashboard. Launching in 2026.

Coming soon