• What You Can Do To Avoid The IRA Pro-Rata Rule

  • May 9 2025
  • Durée: 8 min
  • Podcast

What You Can Do To Avoid The IRA Pro-Rata Rule

Écouter gratuitement

Voir les détails du balado

  • Résumé

  • 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.

    👉 Book a call with me: https://www.rivertreewealth.com/get-started

    ✅ If you want the Important Numbers 2025 PDF, send me an email!

    Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

    Email: jacob@rivertreewealth.com
    Website: https://www.rivertreewealth.com
    LinkedIn: https://www.linkedin.com/in/jacobduke

    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.
    Voir plus Voir moins
Voir plus Voir moins

Ce que les auditeurs disent de What You Can Do To Avoid The IRA Pro-Rata Rule

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.