The Roth IRA Conversion “Pro Rata Rule”
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to you, the consumer!!! Subscribe at the bottom of this page and enjoy.
This is a very straightforward explanation from Athene on Traditional IRAs, Roth IRAs, and also the "Pro Rata Rule"....
Webinar Recording Below https://youtu.be/Gdi_X9BAsv8
Many of you have read about the “International Longshoremen’s Association (ILA)” strike that kicked off on Monday, September 30. I am not going to give you some of my opinions on what the union is requesting, outside of the “automation” component that they are fighting against. I will touch on that at the end. But first, a quick summary.
If you are a financial professional and would like to discuss this video with Charlie, feel free to call him....
Video Below Note: This is the annuity that Charlie bought for himself. This is focused on income where "fees" do not...
https://youtu.be/Rk-IbPRHbFM
https://youtu.be/ZlQwDfaXbKE
One of the biggest objections to annuities with a guaranteed withdrawal benefit rider is that they usually are just...
Note: In the example, i was using today's participation rates and plugging them into the performance over the last...
https://youtu.be/W0pS6vralyU
https://youtu.be/un_4MStFCOQ
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