Roth IRA conversion

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•

Roth IRA recharacterization reversal (conversion, timing, IRS rules)

Have you ever found yourself wondering if reversing a Roth IRA conversion is even possible, or what the IRS rules say about the timing? You're not alone—many investors face uncertainties when it comes to Roth IRA recharacterization reversal, esp…

King of Hacks•
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