Month: April 2017

The backdoor Roth IRA conversion explained, and why I don’t have one (but maybe you should!)

Thanks to the pro rata rule and income limits on contributions, the Roth IRA has long been a subject of confusion and misunderstanding (at least it was for me.) In this article, we take a close look at key terms around IRAs and the backdoor Roth IRA conversion process, discussing when it makes sense to try and implement the procedure.

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