AdMail – If I Do a Solo 401(k) Conversion and Have a Pretax IRA, is there a Pro Rata Rule?


In this question, taken from AdMail, IRA Financial’s Adam Bergman discusses the pro rata rule when performing a Solo 401(k) conversion to a Roth IRA.

0:00 – Intro
0:42 – If I Do a Solo 401(k) Conversion and Have a Pretax IRA, is there Some Sort of Pro Rata Rule

Have a question for Adam? Send it to us! abergman@irafinancial.com

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

Learn More: https://www.irafinancialgroup.com/about-us/

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