Great news! For our TS365 people (VIP) we will have Steve Blackwell from Invito to talk to us about updates regarding oil and gas tax strategies! We’re excited to have him on. Make sure that you have access to the call before hand! CC: @Mason Kimball, CPA @Brian Stovel, CPA Link to Steve: invito49.webflow.io/ Link to Recording: https://www.loom.com/share/f6d438c0e0b04299acc5872890649685 Attached Slideshow:

I recently inherited an IRA from my grandmother and from my understanding this will be put into a "beneficiary IRA." I have already completed a backdoor Roth for the year. Will this inherited IRA trigger the "Pro-Rata Rule" and have tax implications for this year?