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Retirement tax questions
Thank you so much for explaining, very helpful. I have a question in your response. You mentioned about the pro-rata rule.
I was aware of this so before executing the 2022 Backdoor Roth contribution (setup in March 2023 for 2022 tax year) I rolledover my full traditional IRA to my employer traditional 401K in Dec 2022.
I assumed this would avoid the pro-rata rule. Is that correct?
‎April 15, 2023
1:00 PM