Snipd home pageGet the app
Retirement Planning Education, with Andy Panko chevron_right

#008 - When can I take money out of my Roth IRA without tax or penalty?

Feb 3, 2022
32:53
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
1
Introduction
00:00 • 4min
chevron_right
2
How to Get Money Into a Roth Ira
04:29 • 6min
chevron_right
3
How to Take Out a Roth Ira Without Tax or Penalty
10:25 • 2min
chevron_right
4
The Five Year Rule for Qualified Distribution
12:33 • 4min
chevron_right
5
Are There Ways to Avoid the Ten % Penalty on Roth Iray Distributions?
16:43 • 4min
chevron_right
6
What if I'm 50?
20:39 • 3min
chevron_right
7
Can You Take Out Any Conversion That's Not Taxable?
23:36 • 3min
chevron_right
8
Employer Wroth Plans
26:59 • 4min
chevron_right
9
The Roth Ra Withdrawal Rule
30:56 • 2min
chevron_right

Summary of the rules around taking money out of your Roth IRA without tax or penalty

Links in this episode:

  • "Free Stuff" (including Roth withdrawal rule summary sheet) - here
  • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
  • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
  • Newsletter - Retirement Planning Insights
HomeTop podcastsPopular guestsTop books