Climbing Into a Tax-Sheltered Retirement: The Benefits of a Roth Conversion Ladder

If you’ve accumulated substantial retirement funds and you want to tap early into your nest egg tax- and penalty-free, you may benefit from a Roth conversion ladder. But it can be a complex process. So let’s start with the basics. What Is a Roth Conversion Ladder? A Roth conversion ladder allows you to convert large […]