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

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

Apr 16, 2023

53:14

Creator website

AI Chapters

Episode notes

Introduction

2min

The Five-Year Rule for Roth Retirement Accounts

4min

The Five-Year Rule for Roth Retirement Accounts

5min

Penalties and Income Taxes for Contributing Roth IRAs

4min

The Five Year Rule for Opening a Roth IRA

3min

How to Qualify for the Five Year Tax Rule

4min

How to Take Out $10,000 From a Contributory Roth IRA

5min

How to Make a Contribution to a Roth IRA in 2022

3min

How to Open a Roth IRA

4min

10.

How to Convert Money From a Traditional IRA to a Roth IRA

4min

11.

How to Convert a Traditional IRA to a Roth IRA

3min

12.

How to Convert a Traditional IRA to a Roth IRA

4min

13.

The Five Year Rule for Rolling Over a Roth 401K

4min

14.

How to Take Out Your Earnings From a Roth IRA

6min

Since so many listeners are still writing Suze with questions about the Five Year Rule in relation to ROTHs, we’re replaying this Suze School from February 2022, about the rule. Suze starts with a detailed explanation and then asks us questions to make sure we learned the lessons.

This is an episode you’ll want to listen to over again, so you can avoid penalties and feel secure in how your money grows.

Take advantage of the Ultimate Certificates with Alliant Credit Union at: bit.ly/3kwMcjR

Get Suze’s special offers for podcast listeners at suzeorman.com/offer

Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!

To ask Suze a question, download by following one of these links:

CLICK HERE FOR APPLE: https://apple.co/2KcAHbH

CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMI

See omnystudio.com/listener for privacy information.

Remember Everything You Learn from Podcasts

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