Roth IRA Withdrawal and 5-Year Rules. Avoid potential penalties and taxes in retirement!

In This Video:

The Roth IRA has some incredible tax advantages like tax-free growth and tax-free income in retirement, but you might end up owing money if you don’t follow the rules and requirements in the Roth.


Things to Consider:

We want to help you avoid potential penalties and taxes on your Roth in retirement. This video will lay out the three requirements that you must satisfy to be able to get that tax-free income from your Roth IRA. You’ll need to satisfy a combination of these requirements and we’ll explain it all today.

Here’s some of what we discuss in this episode:

0:00 – Intro

0:50 – Background on the Roth

2:23 – Requirement 1: Age 59.5

4:25 – Requirement 2: 5-year rule

9:31 – Requirement 3: Conversions


Get your free guide to unlocking hidden tax savings:

Get Your Free Guide to Social Security Benefits:

Want to learn more about financial and retirement planning? Please subscribe to our channel and you won’t miss a video ➟