Roth Conversion with Existing IRA

Oct 5, 2020 · 10m 5s
Roth Conversion with Existing IRA
Description

You guys know I'm a total fan of doing Roth conversions. However, if you have an existing IRA that is already funded, the process could get tricky due to the...

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You guys know I'm a total fan of doing Roth conversions. However, if you have an existing IRA that is already funded, the process could get tricky due to the pro-rata rule. Thankfully, there are some workarounds.
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Author gasder
Organization gasder
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