Pro Rata Rule Calculator
The Pro Rata Rule affects backdoor Roth IRA conversions when you have pre-tax IRA balances. It determines the taxable portion of your conversion. Total Pre-Tax IRA Balance (Traditional, SEP, SIMPLE) $ Non-Deductible (After-Tax) Contributions $ Amount You Want to Convert $ Calculate Reset 0% Taxable Percentage of Conversion Total IRA Balance: $0 Tax-Free Portion: $0…
