Q&A: Avoiding the Roth 5 Year Rule

April 11, 2019

Q&A: Avoiding the Roth 5 Year Rule

When you rollover your Roth 401k into a Roth IRA is there a way of avoiding the Roth 5 Year Rule?

Jim and Chris answer that question from North Carolina listener who currently has a Roth 401k and no Roth IRA.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.