IRA Basis Rules – Warning for Backdoor Roth

by | Aug 27, 2022 | Backdoor Roth IRA | 6 comments

IRA Basis Rules – Warning for Backdoor Roth




Watch out for the IRA Basis Aggregation rules!

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6 Comments

  1. G.

    thanks for such great explanation. i have a situation where I have a mix of pre and post tax money. I understand your recommendation and plan to execute exactly as explained, but I am not clear as far as where would the traditional IRA growth be transferred to…since the growth hasn't been taxed, can I transfer it to my 401k as well?

  2. MM Hodler

    great explanation. saved me from making a mistake

  3. Jeffrey Biden

    A guest on The Wall Street Journal Report spoke sometime last week about making over $431,000 in 4months with a capital of $100,000, which made me realize that as a beginner i have alot to learn, so please assist me with any pointers or tips that would help me make this much profit.

  4. Richard Knutson

    Great info, had no idea how that worked. I just did my first after tax IRA to roth IRA conversion, good thing is I do not have a tax deferred IRA so I should be clear of this IRA aggregation mess.

  5. Brad H

    Very informative, thank you!

  6. Slim Dawg

    Nerdy is fun.

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