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
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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

Explaining to friends & family how Roth IRAs really work...

Mentioned in episode


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  • 📈 Glidepath Investment Strategy

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  • ⚕️ Optimizing ACA Health Subsidies - Episode 53