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Retirement Rescue Radio

Apr 11, 2022

Nate sheds light on the confusion surrounding the IRS’s Roth IRA 5-year rule. Three types of Roth accounts this affects:

  1. Contributions
  2. Conversions
  3. Inherited

 

IRS pecking order of withdrawals

  1. Contributions first
  2. Conversion second
  3. Growth or earnings third