financialRetirement
#RI-69e34324·5 months ago·
1
“Consolidating retirement accounts to minimize taxes”
What Actually Happened
Rolled over pre-tax and after-tax contributions to personal Roth IRA
What I wish I knew
"About the pro-rata rule for backdoor Roth"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider consulting a financial advisor for tax implications"
Regret Index
2/10
Positive or neutral outcome.
Would make the same decision again.
Would make the same decision again.
Advice for Someone Facing This
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financial Category
1,609
financial decisions logged. Avg regret 5.4/10 across the category.
Same Outcome Band
35%
of financial decisions land in the settled band the same as this one.
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