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Home Market Research Markets

Understanding These Roth Rules Is Essential for an Early Retirement

by TheAdviserMagazine
2 months ago
in Markets
Reading Time: 1 min read
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Understanding These Roth Rules Is Essential for an Early Retirement
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Roth IRAs and Roth 401(k)s offer powerful tax advantages, especially for those aiming to retire early. But the IRS five-year rules attached to these accounts can trip you up if you’re not paying attention. These rules determine when your withdrawals are tax and penalty-free and understanding them is essential if you’re planning to tap into Roth funds before age 59 ½. Let’s break down what the…



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