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Before You Try a Backdoor Roth IRA With Pretax IRA Money

A backdoor Roth IRA sounds simple until pretax IRA money gets involved. If the rollover, Form 8606 history, pro rata rule, and December 31 IRA balance do not line up, the tax result can look very different from what you expected.

PLANNING

Jonathan Harner, CFP®

Jun 4

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