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2. Roth IRA conversion: Here’s everything you need to know ...

   www.aol.com/finance/roth-ira-conversion...

   Beware the pro-rata rule on conversions If you have traditional IRA accounts with deductible contributions, you’ll need to factor that in if you convert any nondeductible amounts into a Roth IRA.

3. Tax cuts are set to expire in 2025 – Is it time to do a Roth ...

   www.aol.com/finance/tax-cuts-set-expire-2025...

   “Not understanding these rules could trigger penalties and potentially blow up your Roth.” Anyone doing a Roth conversion should also pay particular attention to the “pro rata rule,” too ...

4. Ask an Advisor: If I Use a Backdoor Roth Conversion, Does ...

   www.aol.com/ask-advisor-backdoor-roth-conversion...

   Using the pro-rata rule, the nontaxable portion of that conversion would be $6,250 (25% x $25,000), and the rest would be added to her taxable income for the year.

5. I Want to Convert $500k in My 401(k) to a Roth IRA. How Do I ...

   www.aol.com/want-convert-500k-401-k-120000220.html

   Eligibility for Roth IRA Conversions. ... This is legal and effective, but if done repeatedly it will trigger some additional taxes known as the "pro-rata rule." While your 401(k) would incur ...

6. Watch Out: This 5-Year-Rule Could Affect Your Roth ... - AOL

   www.aol.com/doing-roth-rollover-beware-5...

   If you’re making a Roth conversion, you’ll also need to watch out for the “pro rata” rule in the first five years, which applies to conversions from accounts that include pre-tax ...

7. Backdoor Roth IRA: What It Is, Tax Implications and How To ...

   www.aol.com/backdoor-roth-iras-build-back...

   Pro-Rata Rule: If you have other pre-tax IRAs, you may owe taxes on part of the conversion. Estate Planning Benefits: Heirs can inherit Roth IRAs tax-free (RMDs apply to heirs).

8. When Should I Do Roth Conversions? - AOL

   www.aol.com/roth-conversions-125700847.html

   What is a Roth conversion? Doing a Roth conversion means withdrawing and moving funds from a pre-tax source, such as a traditional IRA or 401(k), to an after-tax Roth.

9. Backdoor Roth IRA: What it is and how to set one up - AOL

   www.aol.com/finance/backdoor-roth-ira-set-one...

   Use a reverse rollover to avoid the pro rata rule If your employer’s 401(k) plan allows you to roll IRA money into it, you can move your deductible IRA contributions and pre-tax earnings into ...