6min chapter

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505 | Mailbag: Getting Started with FI, Debt vs. Investing, Dividends, 4% Includes Taxes?, Roth 401k | Rachael Camp

ChooseFI

CHAPTER

Understanding Roth Accounts

This chapter explores the complexities of Roth accounts, detailing the differences between contributions, conversions, and rollovers. It emphasizes the five-year rule for withdrawals from a Roth 401k to a Roth IRA, the tax implications of conversions, and the benefits of accessing contributions without penalties.

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