Retirement Answer Man cover image

How Listener Mike is Finding His Purpose in Retirement

Retirement Answer Man

00:00

How to Take Out a $10,000 Roth Conversion in 2023

The five year rule of having a Roth open for at least five years comes into play. If you do a Roth conversion this year in 2023 and I pay tax on the conversion, am I able to withdraw funds converted or the growth prior to 2028? We actually put a video link in our last week, six shot Saturday email where we share a summary of the show where I answered it there so that we could get the record straight as quickly as possible. So thank you everybody that helped all of us be a little bit better.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app