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Roth Conversions Without The Pro-Rata Trap episode artwork

Jul 28, 2026 14 min

Roth Conversions Without The Pro-Rata Trap

from Money Made Simple Hosted by Galapptic Podcast Network

You'll discover how to strategically convert traditional IRA funds to a Roth in high-income years while avoiding the pro-rata rule that could tank your tax savings. 📚 Personal finance audiobooks (Audible free trial): https://www.amazon.com/b?node=18145289011&linkCode=ll2&tag=moneymadesi02-20&linkId=f28f07b5ac8a9289388894618851031d&language=en_US&ref_=as_li_ss_tl 🎓 Online courses on Teachable: https://partnerstack.teachable.com/84od054msdpo ⚠️ Not financial advice — consult a professional for y

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This episode was published on July 28, 2026.

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