• Roth 5-Year Rules and the Tax Planning Window: EDU #2513

  • Mar 26 2025
  • Duración: 1 h y 17 m
  • Podcast

Roth 5-Year Rules and the Tax Planning Window: EDU #2513

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  • Resumen

  • Chris’s SummaryJim and I continue our review of interesting and sometimes confusing retirement planning facts, mostly drawn from Jim’s recent Ed Slott conference. We focus on the two Roth five-year rules and how they apply to Roth IRAs versus Roth 401(k)s. I explain the key distinctions between tax-free earnings and penalty-free access. Jim goes further […]

    The post Roth 5-Year Rules and the Tax Planning Window: EDU #2513 appeared first on The Retirement and IRA Show.
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