Backdoor Roth

Backdoor Roth pro-rata calculation mistakes (aggregation, timing)

Ever found yourself tangled in the complexities of Backdoor Roth IRA conversions and the dreaded pro-rata rule? You're not alone—many investors get tripped up by common mistakes involving aggregation and timing when calculating their pro-rata sh…

King of Hacks•

Backdoor Roth pro-rata trap (aggregation, conversions, penalty)

Have you ever considered doing a Backdoor Roth IRA conversion, only to find yourself tangled in confusing rules about pro-rata calculations, aggregation, and unexpected penalties? You’re not alone. Many folks dive into Backdoor Roth strategies hopin…

King of Hacks•
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