timing errors

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•

QDRO distribution rare mistakes (timing, transfers, penalties)

Have you ever wondered how a simple timing error or a misunderstood transfer during a QDRO distribution could lead to unexpected penalties? You’re not alone—many people who navigate the complexities of QDRO distributions find themselves caught off g…

King of Hacks•
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