IRA after-tax "basis," the pro rata rule and Form 8606 (replay of webinar from February 13, 2024)

Replay of the webinar, Understanding Form 8606: IRA after-tax "basis" and the pro rata rule, from February 13, 2024 Webinar info packet - https://www.retirementplanningeducati... DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any guarantees to its accuracy. Neither Andy Panko nor Andy Panko EMC LLC shall be held liable or responsible for any damages or losses experienced by your use of this information #TaxPlanning #Roth Conversion #RothIRA