The Roth IRA 5-Year Rule Everyone Gets Wrong | The Limitless Retirement Podcast
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The Roth IRA 5-Year Rule Everyone Gets Wrong | The Limitless Retirement Podcast
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About this listen
👉Get started on your estate plan—watch our, on-demand workshop: https://www.daytonestateplanninglaw.com/what-we-do-and-how-we-help-webinar/
This episode unpacks the complex rules governing Roth IRAs, focusing on the two five-year clocks that can trip up even experienced investors. Learn how to avoid penalties, optimize your retirement strategy, and unlock tax-free income.
Takeaways
- Open a Roth IRA early to start the five-year clock.
- Track each Roth conversion separately to avoid penalties.
- Understand the withdrawal order: contributions, conversions, earnings.
- Roth IRA contributions and conversions have different five-year rules.
- After age 59 and a half, Roth rules simplify but earnings still need tracking.
Resources:
- Gudorf Law Group
- The Ohio Estate Planning Guide - Free Book
- Gudorf Law: What We Do and How We Help Webinar
- Don't Go Broke in Nursing Home Workshop
- When a Loved One Dies: A Legal Guide - Free Book
- Subscribe on YouTube
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