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The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Galen D. Dody (CA Insurance License #0L88358 and AR Insurance License #897632)is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NV, NY, OH, OK, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.
Dody Legacy Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Galen D. Dody is also separately registered as an investment adviser representative ("IAR") under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MN, MO, NC, NE, OH, OK, SC, TX, VA.
Galen D. Dody is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, LA, MN, MO, NC, NE, OH, OK, SC, TX & VA. No offers may be made or accepted from any resident outside the specific states referenced.
Galen D. Dody is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.
Galen D. Dody is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes only and is not considered an offering of securities.
Dody Legacy Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Galen D. Dody nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
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