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Backdoor Roth IRA Pro Rata Rule Explained


Backdoor Roth IRA Pro Rata Rule Explained. I'm going over the Pro Rata Rule for the backdoor Roth conversion strategy in this video. 1. What is the Pro Rata Rule 2. What is the Pro Rata Rule Formula 3. Example of the Pro Rata Rule 00:00 Intro 00:41 Roth IRA Income Limits 1:55 Pro Rata Rule 3:59 Pro Rata Rule Formula 4:22 Pro Rata Rule Example 5:40 Pro Rata Rule Tips ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you. TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP® CERTIFIED FINANCIAL PLANNER™ Company Website: twitter: @travissickle Instagram: Facebook: LinkedIn: Sickle Hunter Financial Advisors 1646 W Snow Ave. Suite 144 Tampa, FL 33606 ------------------------------------------------------- Gear Used in Videos Income Protection: You have a 1 in 4 chance of becoming unable to work due to disability. Your Breeze Disability Insurance policy will replace part of your lost income if and when you need it. Apply here Partnership referral links Aura Identity Theft Protection *Up to 50% off* HTTPS://www.aura.com/travis Seeking Alpha *ONLY $99 ($̶2̶3̶9̶) for the annual plan* All Amazon links are affiliate links ____________________________________________________________________________ Information in this video is for educational and entertainment purposes only. sicklehunter.com/disclosures ____________________________________________________________________________ #travissickle...(read more)


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