Yes I certainly am not a financial professional and I only know enough to be dangerous that’s certain. I’m just trying to put a solid plan in place so we do not regret not doing so later. I think what I am looking to implement would be to split my traditional and Roth contributions enough that we could drop our MAGI enough to contribute to a Roth IRA and therefore not needing to worry about my rollover IRA triggering the pro rata rule. I appreciate everyone’s insight and taking the time to respond to help me further my understandings
Statistics: Posted by hindmanb — Mon Jul 29, 2024 5:49 pm