Topics on How to Spend Retirement Money Early

• What is a Roth conversion ladder?
• How can we save for retirement and withdraw those funds early without penalty and with little or no tax burden?
• Establishing how much our lives cost and our current and future tax burden
• The ethics and morals of lowering our tax burden
• Roth vs traditional 401(k) contributions during our working years
• Step-by-step process on how and when to execute a Roth conversion ladder.
• How much money should be converted each year?
• Our 2021 Roth conversion plan
• Options for spending money during the “seasoning” process of a Roth conversion

 

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