What You Can Do To Avoid The IRA Pro-Rata Rule
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What You Can Do To Avoid The IRA Pro-Rata Rule
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Do you have after-tax money in your Traditional IRA? Well, when it comes time to make distributions or do Roth conversions, you could unknowingly pay more in tax that you otherwise have to if you aren't aware of the IRA Pro-Rata rule or how you can fix this issue before it becomes a problem.
In this week's Friday Q&A, I answer James' question on this specific topic.
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Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.