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How to Retire Early

Ask The Compound

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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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