The Roth 5 Year Rule sounds simple: you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of […]

The Roth 5 Year Rule sounds simple: you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of […]

The Roth 5 Year Rule sounds simple:&nbsp;you can withdraw the earnings from your Roth IRA, tax-free, 5 years after your first contribution. Is it really that simple? Does the rule apply to a Roth 401k? Does a Roth Conversion from your IRA change anything? On this episode Jim and Chris delve into the nuances of […]

Edu: Roth 5 Year Rule

What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANCIAL PLANNER™ Professional, offer real-world knowledge on a diverse range of topics including Social Security planning, investing for your retirement, the fundamentals of 401(k) and IRA accounts. Jim and Chris make learning about your retirement both educational and entertaining!

Share Edu: Roth 5 Year Rule

Sign up to save your podcasts

Edu: Roth 5 Year Rule

Edu: Roth 5 Year Rule

More shows like The Retirement and IRA Show

Sound Retirement Radio

Your Money, Your Wealth

Retirement Answer Man

Retirement Starts Today

Big Picture Retirement®

Stay Wealthy Retirement Podcast

The Boldin Your Money Podcast

Retire With Purpose - The Retirement Podcast

Ready For Retirement

The Rob Berger Show

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Retirement Planning Education, with Andy Panko

Retire With Style

The Great Retirement Debate with Ed Slott & Jeffrey Levine

Retirement Answers