491 | Answering Your Questions on How to Access Money Before 59.5 | Sean Mullaney
ChooseFI
Optimizing Tax Efficiency Through Roth 401k to Roth IRA Transfers
This chapter delves into the strategic movement of Roth 401k funds to Roth IRAs for tax efficiency and early retirement planning. It emphasizes the importance of utilizing Roth basis contributions first and considering Roth conversions for efficient income management. The conversation also explores managing taxable income to qualify for premium tax credits under the Affordable Care Act.
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