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Roth Conversion with Existing IRA

Roth Conversion with Existing IRA

Jill on Money with Jill Schlesinger

October 5, 202011m 5s

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Show Notes

You guys know I'm a total fan of doing Roth conversions. However, if you have an existing IRA that is already funded, the process could get tricky due to the pro-rata rule. Thankfully, there are some workarounds.


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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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