6min chapter

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503 | Deep Dive: Roth IRA Conversion Ladder

ChooseFI

CHAPTER

Navigating Roth IRA Conversions and Penalties

This chapter delves into the complexities and exceptions of the 10% penalty related to Roth IRA conversions, focusing on key strategies like the Rule of 55 and SEPP for early withdrawals. It highlights the importance of understanding these financial intricacies to avoid unexpected penalties and maximize retirement funds.

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