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503 | Deep Dive: Roth IRA Conversion Ladder

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CHAPTER

Navigating Retirement Withdrawals: The SCPP and Amortization Strategies

This chapter explores the Strategic Capital Preservation Plan (SCPP) and its rising significance in light of the recent federal midterm rate changes affecting retirement account withdrawals. It highlights the amortization distribution method as a useful strategy for consistent annual withdrawals and simplifies the complexities of managing retirement funds.

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