financialRetirement Planning
#RI-69a90c48
2 months ago
1
"Considering backdoor Roth to avoid pro-rata rule"
What Actually Happened
Received conflicting advice from Fidelity advisor and CPA
What I wish I knew
"More clarity on pro-rata rule application"
Advice to Someone Facing This Now
If I could tell you one thing
"Consult multiple advisors before making a decision"
Regret Score
8/10
High, persistent regret.
Has not decreased significantly with time.
Has not decreased significantly with time.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
React, question, or discuss this decision.