A Roth Conversion Ladder is typically utilized for those who seek to create and utilize tax free funds prior to turning age 59 1/2 while avoiding the penalty for early withdrawals.

Performing mini-Roth Conversions over a 5 year period is also a savvy idea for those over age 60 who seek to strategically perform multiple conversions. Take advantage of the lower tax brackets under the TCJA, and "buyout" Uncle Sam prior to age 72.

We cordially invite you to start your journey to tax-free wealth.

Karen Scott Mims, ESQ.

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