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)

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