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447 | Mailbag: Breaking up with your Advisor, I Bonds, 4% Rule, Accounts for Kids, Roth IRAs | Sean Mullaney

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The Five Year Clock and the Five Year Rule

There are two different five year rules, let's say, when it relates to Roth IRA's. People get a little bent as shape and I've recently seen some content creation in the financial media space that has gotten them wrong. So just remember that the way the rules work, the odds that you would trip one of these clocks are very low.

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