503 | Deep Dive: Roth IRA Conversion Ladder

In this episode: Roth IRA conversion ladder, starting with the end in mind, investing for growth or stability, and retirement planning.

While we have covered Roth IRA Conversion Ladders on ChooseFI before, we have never in the past taken such a deep dive into the subject like we do in this week's episode! Once again, we are joined by friend of the show Cody Garrett from Measure Twice Money, as we cover a high-level-FI approach to the Roth IRA conversion ladder and ways one could approach propelling themselves into a FI fueled retirement!

Cody Garrett:

• Website: Measure Twice Money
• YouTube: @MeasureTwiceMoney

Resources Mentioned In Today’s Episode:

• Measure Twice Money ChooseFI Podcast Resources
• The Roth IRA Conversion Ladder | A Case Study | ChooseFI Ep. 17R
• Roth IRA Conversion Ladder Case Study | ChooseFI Ep. 163R
• Find Your Local ChooseFI Group
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• CIT Bank Platinum Savings Account
• M1 Finance: Commission-Free Investing, 1-click rebalancing
• CashFreely: Maximize Your Cash Back Rewards
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• Emergency Binder: For Your Family’s Essential Info (code ‘CHOOSEFI’ for 20% off)
• Student Loan Planner: Custom Consult (with $100 Discount)
• Get a cheaper phone plan with Mint Mobile