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Money and Business Lessons from the Career of Taylor Swift (and a BIG Roth IRA rule clarified) SB1670

The Stacking Benjamins Show

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Understanding the Roth Five-Year Rule

This chapter clarifies the complexities of the five-year waiting period for Roth accounts, particularly when rolling over Roth TSPs or 401Ks into a Roth IRA. It highlights the importance of starting contributions early and understanding how the five-year clock operates across various accounts. The discussion is enriched with personal anecdotes and humor, making a significant topic more relatable and engaging for listeners.

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