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

  • Mar 26 2025
  • Length: 1 hr and 17 mins
  • Podcast

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

Listen for free

View show details

  • Summary

  • 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.
    Show More Show Less
Show More Show Less
activate_mytile_page_redirect_t1

What listeners say about Roth 5-Year Rules and the Tax Planning Window: EDU #2513

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.