Q. Hi Dan. In your last column you wrote about “… a rather infamous provision dubbed the ‘pro-rata rule.’” One of my IRAs is non-deductible, so I need to know what that is and why it’s infamous. Can ...

EDITOR'S NOTE: This article was originally published in the April 2010 issue of Kiplinger's Retirement Report. To subscribe, click here. Did you stash nondeductible contributions into an IRA with the ...

Explore the essentials of pro-rata tranches, their features in syndicated loans, involved risks, and how they influence borrowing and lending strategies.

Budget provides grand total of dollars in a 66% (WSCH) & 34% (WCH) split that the model then allocates by weighted semester credit hours (WSCH) & semester credit hours (SCH) respectively in a pro-rata ...

Pro-rata rights are one of the most important rights of private market technology investors and yet are seldom fully understood. They often create the biggest tensions between investors who are ...

Lee Edwards, partner at Root VC, has a saying at his firm that “pro rata rights are earned, not given.” That may be a bit of a stretch since pro rata refers to a term that VCs put in their term sheets ...