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017R | The Roth IRA Conversion Ladder | A Case Study

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CHAPTER

The Roth IRA Conversion Ladder Strategy Explained

The hosts discuss the concept and implementation of the Roth IRA Conversion Ladder strategy, highlighting the benefits of converting 401k funds into a tax-free or low-tax situation. They provide examples and calculations to illustrate how this strategy can be used to minimize taxes during the earning phase and have tax-free funds in retirement. This chapter offers valuable insights for individuals with moderate incomes and frugal lifestyles.

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