Backdoor Roth IRA: Pro Rata Rule (Avoid this Pitfall!)
Автор: Adam Coleman - Money and Mortgages
Загружено: 2024-02-17
Просмотров: 379
Описание:
Joe Doerrer, with Mezzasalma Advisors goes over the biggest pitfall people have when considering a backdoor Roth contribution. If you have pre-tax money in a traditional IRA, be very careful! I hear about this most often with rollover IRAs from a previous company 401(k). If you have money in those accounts it can trigger a major tax consequence that is easy to miss, so make sure you do your research and/or talk to an expert before you do anything with a backdoor Roth.
Check out the full episode at either link below:
🎥 • Episode 40: Backdoor Roth IRA (Step-by Ste...
🎧 https://adamcolemanmortgage.com/podcast
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Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.
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