Some policies require that policyholders reimburse their substitute by 100 percent and do not account for any type of reduction for pro rata share of fees and costs. (accidentvalues.com)
However, if you have other IRA assets funded with deductible contributions, only a portion of the amount you convert will escape taxes, since all conversions must be done on a pro rata basis based on the total balance in all of your IRAs. (turbotax.intuit.com)
If you paid a flat - fee for Motley Fool Wealth Management's services, or have access to Motley Fool Wealth Management through your Motley Fool One subscription, and you cancel that subscription prior to the expiration of your membership for any reason, your accounts will be detached, and you will receive a pro rata refund of your membership fee. (foolwealth.com)