6min chapter

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Ep 55 - The Big Churn: Roth Conversion Ladders

The Daily Churn

CHAPTER

Understanding the Order of Distributions in Roth IRA's and Roth 401ks

The chapter discusses the sequence in which distributions are taken from a Roth IRA, explaining the order of contributions, conversions, and earnings. It also explores backdoor and mega backdoor conversions, emphasizing the importance of tracking contributions and conversions for retirement planning.

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