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Roth IRA Conversions and the Pro-Rata Rule
Slott Report 
Jan. 19, 2016
"The pro-rata calculation is not based on the balances in your IRAs on the date of the conversion. The account balance used is as of year-end of the year of the transaction. This means that you generally should not roll over employer retirement plan balances in the same year you do a Roth conversion. They will be included in the pro-rata calculation and will skew the results."
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