Taxes in retirement seem can be extremely complicated!  Today Scott and Angela break down the 5-year rule regarding ROTH accounts…most people aren’t aware of.

Key takeaways:
•	What is the 5-year rule?
•	What does it mean and why does it matter?
•	Even more trip wires?

Taxes in retirement seem can be extremely complicated! Today Scott and Angela break down the 5-year rule regarding ROTH accounts…most people aren’t aware of. Key takeaways: • What is the 5-year rule? • What does it mean and why does it matter? • Even more trip wires?

Episode 83: Roth 5-Year Rule

Retire Simply Podcast is a weekly podcast hosted by Scott and Angela Winstead of Grapevine, TX! Scott and Angela are the founders of Compass Retirement, providing exceptional service and preparing their clients for a fulfilling retirement. If you are a retiree, or pre-retiree, this podcast is for you. They will be bringing actionable advice and steps that you can take in order to avoid bad financial advice and make sure that your retirement income lasts as long as you do and that you not simply survive, but thrive in retirement!

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Episode 83: Roth 5-Year Rule

Episode 83: Roth 5-Year Rule