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投资理财第50期：IRA到Roth 或后门Roth的Pro rata rule，公司退休金税前税后的401k或403转出来要遵循pro rata规则吗？年底roll over要注意不要踩坑喔。


年底了，Roth conversion 的要注意了！！别踩坑喔！ IRA Conversion 有 Pro Rata 规则，那么公司的退休金呢？ 什么情况下没有Pro-Rata呢？ ****** 欢迎大家继续订阅《潘老师小课堂》，退休生活有保障！ 想了解更详细的内容，或者有任何有关退休，年金，人寿保险，医疗保险，税务规划等等方面的，可以跟我们联系： email：panfinancialinc@gmail.com 微信：pan-financial-inc 往期其他节目： 第 9 期: 退休或离职后公司退休金，401(k)/403 B 怎么投资怎么管理比较好？ 第3期: Roth IRA Backdoor & Conversion; 什么情况下IRA可以抵税；Conversion注意的税务问题; 第2期: 退休省税 Roth IRA: 为什么要Roth IRA? 能放多少? 什么时候领钱没有罚款? 第1期: 退休省税 Traditional IRA: IRA 什么情况下出现的? 可以省现在的税吗? 什么时候取钱没有罚款? 有RMD吗? ...(read more)


LEARN MORE ABOUT: IRA Accounts
INVESTING IN A GOLD IRA: Gold IRA Account
INVESTING IN A SILVER IRA: Silver IRA Account
REVEALED: Best Gold Backed IRA
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