- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I am using my 2021 basis to "separate out" the pre-tax and post-tax portions of my IRA. I will be moving the pre-tax to my company 401K and the post-tax I will do a Roth conversion on.
This will 0 out my IRA balance and reset everything. So going forward, pro rata is taken care of.....hopefully.
March 8, 2022
8:50 AM