Suze Orman's Women & Money (And Everyone Smart Enough To Listen) cover image

Suze School: Revisiting The Five Year Rule For Roth Retirement Accounts

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

How to Make a Contribution to a Roth IRA in 2022

You have until April 15 or whatever the tax day is for that year to make a contribution to last year's Roth IRA. So you are making a contribution in 2022 but for the 2021 Roth IRA. Is your five-year tax year up in a 2025, b2026 or c2027? Think about it. The answer is a 2025. Why? Because even though it was made April 15 of 2022, it was made for a Roth in 2021.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner