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    Roth Conversion with Existing IRA

    Roth Conversion with Existing IRA

    FromJill on Money with Jill Schlesinger

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    Roth Conversion with Existing IRA

    FromJill on Money with Jill Schlesinger

    ratings:
    Length:
    10 minutes
    Released:
    Oct 5, 2020
    Format:
    Podcast episode

    Description

    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.

    Have a money question? Email me here.

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    "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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    Released:
    Oct 5, 2020
    Format:
    Podcast episode

    Titles in the series (100)

    Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.