Retirement Planning Education, with Andy Panko cover image

#006 - What's a "backdoor" Roth?

Retirement Planning Education, with Andy Panko

00:00

The Prorate Rule Is Going to Snag You

The prorata rule makes you look at all money you have and all i rais, and pro rate it. So the prorate rule will really mess you up if you're trying to do this back door routh contribution process and you have a pre tax money in any iras. Pay attention to that. There's no poratic. And i notice i've said multiple times, if you have any pretax money in anyIras, prorat is going to matter.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app