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How to Retire Early

Ask The Compound

CHAPTER

Navigating Roth 401k Contributions and Taxation Rules

This chapter explores the complexities of Roth 401k contributions, including rules for access, rollovers to Roth IRAs, the five-year rule, and exceptions like the rule of 55. It also delves into the distinctions between Roth IRAs and Roth 401ks regarding contributions, taxation, and penalties for early withdrawals.

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