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1:28
YouTube
Rhame & Gorrell Wealth Management
What is the Pro Rata Rule?
Understanding the Pro Rata Rule is essential for anyone managing retirement accounts that include both pre-tax and after-tax contributions. This video offers a clear explanation of how the rule works and why it matters when taking distributions or completing Roth conversions from Traditional IRAs, SEP IRAs, SIMPLE IRAs, or 401(k) accounts. We ...
919 views
8 months ago
Pro Rata Examples
9:29
Two of the most beneficial tax planning tools are Backdoor Roth IRA conversions and Mega Backdoor Roth conversions. If done correctly, they are excellent methods for moving additional assets into a Roth account. The downside is that if not properly performed, you might be hit with an unwanted tax liability due to the Pro Rata Rule. In this video, we break down this complex topic to help you avoid potential tax mistakes and make the most of your Roth conversions. Clayton Hostetter, CPA/PFS, CFP®,
Facebook
Rhame & Gorrell Wealth
13 views
3 months ago
2:47
What Does Pro Rata Mean And Why Is It Consequential To The Tech Industry?
Forbes
Matt Kang,Jonathan Palmer
Sep 14, 2020
How to Calculate the Pro Rata Share of Insurance | Sapling
sapling.com
Sep 26, 2011
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