Episode Details
Back to EpisodesThe Pro-Rata Rule Backdoor Trap
Published 2ย months, 2ย weeks ago
Description
You'll discover exactly how to navigate the pro-rata rule when converting to a Roth, and why your pre-tax IRA balance might derail your backdoor strategy entirely.
๐ Personal finance audiobooks (Audible free trial): https://www.amazon.com/b?node=18145289011&linkCode=ll2&tag=moneymadesi02-20&linkId=f28f07b5ac8a9289388894618851031d&language=en_US&ref_=as_li_ss_tl
๐ Online courses on Teachable: https://partnerstack.teachable.com/84od054msdpo
โ ๏ธ Not financial advice โ consult a professional for yo