The Ultimate Roth Five Year Rule Masterclass
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Navigating Roth IRA Withdrawals
This chapter explores the complexities of the Roth IRA and its five-year withdrawal rule. It details how contributions can be withdrawn tax-free at any age, while earnings have specific conditions, particularly for those nearing retirement. The discussion emphasizes the importance of understanding the distinct five-year rules for original accounts and conversions to optimize tax-free access.
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