Motley Fool Money cover image

What's on Jamie Dimon's Mind?

Motley Fool Money

Strategies for Tax-Free Fund Transfers and Understanding Investment Returns

7min Snip

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Exploring transferring funds from a Roth 401k to avoid penalties, the importance of the five-year rule, and strategies like opening a Roth IRA. Additionally, discussing the nuances of investment returns such as annual return, annualized return, cumulative return, and the impact of dividends on total return calculations.

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