<p>In this episode, we discuss Backdoor Roth Conversion strategies and what can go wrong when rules like the "pro-rata" rule are not closely followed.  This is a common pitfall when implementing a Backdoor Roth Conversion, and we examine that in this episode.</p>

In this episode, we discuss Backdoor Roth Conversion strategies and what can go wrong when rules like the "pro-rata" rule are not closely followed. This is a common pitfall when implementing a Backdoor Roth Conversion, and we examine that in this episode.

<p>In this episode, we discuss Backdoor Roth Conversion strategies and what can go wrong when rules like the "pro-rata" rule are not closely followed.&nbsp; This is a common pitfall when implementing a Backdoor Roth Conversion, and we examine that in this episode.</p>

The Case of The Improper Backdoor Roth Conversion

This is The Retirement Detective podcast, where we dive into cases with Philip Mock, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional, to solve common retirement and financial planning questions.  Get insight into how to solve quandaries that appear on the path to and through retirement, ideas on how to approach saving and investing for retirement, and how to plan for retirement in a tax-efficient manner.

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This is The Retirement Detective podcast, where we dive into cases with Philip Mock, Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional, to solve common retirement and financial planning questions. Get insight into how to solve quandaries that appear on the path to and through retirement, ideas on how to approach saving and investing for retirement, and how to plan for retirement in a tax-efficient manner.

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The Case of The Improper Backdoor Roth Conversion

The Case of The Improper Backdoor Roth Conversion