503 | Deep Dive: Roth IRA Conversion Ladder
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Mastering the Roth IRA Conversion Ladder
This chapter delves into the strategic use of a Roth IRA conversion ladder for accessing retirement funds before 59 and a half, highlighting the importance of low expenses and careful tax planning. It emphasizes the crucial five-year bridging period and the necessity of having sufficient taxable account funds to navigate potential tax implications effectively.
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