Season 1 · Episode 159
Episode 158: Will I Pay Tax on my Roth IRA due to the 5 Year Rule?
Nate sheds light on the confusion surrounding the IRS’s Roth IRA 5-year rule. Three types of Roth accounts this affects: - Contributions - Conversions - Inherited IRS pecking order of withdrawals - Contributions first - Conversion second -...
April 11, 202213m 16s
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Show Notes
Nate sheds light on the confusion surrounding the IRS’s Roth IRA 5-year rule. Three types of Roth accounts this affects:
- Contributions
- Conversions
- Inherited
- Contributions first
- Conversion second
- Growth or earnings third