Published On Mar 29, 2024
Confused about your Roth IRA? No problem! In this video Tim explains the often confusing Roth IRA 5-year rule in detail. He covers the differences between the 5-year contribution rule and the 5-year conversion rule.
Examples are provided for withdrawing funds from a Roth IRA at different ages and timelines. This video helps clarify the complex Roth IRA 5-year rules for retirement planning and conversions.
0:29 Unraveling the Mystery: Understanding the Roth IRA Five-Year Rule
2:14 Navigating the Waters: Roth IRA Distribution Requirements Explained
3:44 A Deep Dive into Roth IRA Contribution and Conversion Rules
6:44 Insight into Roth IRA Conversion Rules and Penalties
8:46 IRA Conversion Rules and Tax Penalties Uncovered
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