Suze Orman's Women & Money (And Everyone Smart Enough To Listen) Suze School: Clearing Up The Roth 5 Year Rule
6 snips
Feb 4, 2024 Suze Orman explains the five-year rule for Roth IRAs, including taxation differences from traditional accounts. She discusses converting traditional IRAs to Roth IRAs, meeting the five-year rule, and gradual conversions. The podcast also emphasizes prioritizing people, money, and things for financial success.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Understanding the Roth 5 Year Rule
03:38 • 8min
Understanding the Rules for Converting Traditional IRAs to Roth IRAs
11:18 • 1min
Understanding the Roth 5 Year Rule and Conversion
12:36 • 10min
Prioritizing People, Money, and Things for Financial Success
22:21 • 2min