Ep 55 - The Big Churn: Roth Conversion Ladders
Deep dive into the fascinating world of Roth IRA loopholes for early retirement, tips for optimizing income to reduce taxes & maximize ACA benefits, plus common mistakes to avoid.
- 0:00 - Why Roth IRAs are amazing
- 7:38 - Roth IRAs Basics
- 10:32 - Roth Conversion Ladders
- 25:10 - Pitfalls & Examples
🐮
Programming note: I'll be taking a podcasting break over the holidays. The show will return mid-Jan for the December + 2023 EoY Recap 🥂
Show Notes
Mentioned in episode
- 🎙️ Backdoor & Mega-backdoor Roth IRAs - All The Hacks
- 🎙️ Budgeting tools for churners - Episode 36
- 📈 Glidepath investment strategy - earlyretirementnow
- 📕 Awesome reddit guide on the nuances of Roth IRA rules - r/financialindependence
Next time...
- 📈 Glidepath Investment Strategy
◀ Last time
- ⚕️ Optimizing ACA Health Subsidies - Episode 53