Edu: Roth 5 Year Rule
November 7, 2018
The Roth 5 Year Rule sounds simple: you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of the Roth 5 Year Rule to answer those questions and more.
Podcast: Play in new window | Download (Duration: 55:47 — 25.5MB)
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