351 | Year End Tax Planning 2021
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Is That the Way the World Should Work?
The only things that go into your pro rater rule are your own traditional iray, your own sepiray and your own simple iray. So what it means is, if you want to do a back dor roth ray, you ought not, at december 30, first t have any of thes traditional irays, sapire rays or simple irays. And if you do, then look for other planting mechanisms. Has anything changed now, regardless of future proposals, but has anything changed on rothirate conversions in 20 21 or going forward?
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