Not Everyone Should Do a Backdoor Roth IRA

by | Sep 7, 2022 | Backdoor Roth IRA

Not Everyone Should Do a Backdoor Roth IRA




There are three groups of people who generally should not do a Backdoor Roth IRA because of the Pro-Rata Rule. I blogged about the Pro-Rata Rule here:

This video, the show notes, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matters….(read more)


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