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What Is Basis
The Pro Rata Rule
Form 8606
Instructions To Form 8606
Main Sections of 8606
Plain Vanilla Tax
Six Enter the Value of all of Your Traditional Iras as of December 31st
Part Two
Is There a Benefits Rolling an Ira Back into a 401k
Why Does Cost Basis on Line 14 of 8606 Get Lower than Original Basis on Line Two When You Do Pro Rata
Intro and Benefits of Building a Tax-Free Vehicle
The Time Value of Money
Backdoor Roth IRA and Mega Backdoor Roth 401K
Year-End Issues and Actions to Take for Maximum Benefits
Three Main Groups and Their Unique Actions
After-Tax Employee Contribution and Conversion to Roth
Exploring Safe Harbor Plans
Recap and Conclusion
Too Much of a Good Thing?
Partial Roth Conversions in Retirement
Benefits of Tax-Free Income
Tax Diversification
Smooth Out Income (RMDs, etc.)
Social Security Taxation
Widow’s Penalty
Higher Tax Rates in the Future
Pitfalls: Will Your Rate Really Be Higher?
Cash Required for Tax Payments: Opportunity Cost
Issues With Higher Income
Bigger Impact for Charity?
Don’t Convert to Roth?