#rata

Pro rata rule question

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Pro rata rule question I would greatly appreciate any help on this. Long story short, I completed my first roth conversion for myself and my wife this year(expect to be over the income limit for roth contributions). I also set up a simple ira this year for myself and my wife and have started making contributions(we work for the same company). Can someone explain to m…

Reddit Personal Finance 423 2024-07-13