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The Roth IRA 5-Year Rule Explained (Ultimate Guide)
Episode 149

The Roth IRA 5-Year Rule Explained (Ultimate Guide)

Retirement Answers

March 3, 202616m 58s

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Show Notes

Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant to be your complete guide for everything around the Roth 5-year rules.

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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

Topics

retirementinvestingretirement planningsocial securitytaxestax