Roth 5-Year Rule: Does It Still Matter after 59.5?
There are two 5-year rules, one for the Roth 401(k) and one for a Roth IRA. Do they still matter after age 59.5? Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show. Be sure to stay up to date by following us! Facebook - / wisemoneyshow Instagram - / thewisemoneyshow Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog Listen on Podcast: https://link.chtbl.com/WiseMoney Subscribe on YouTube: / wisemoneyshow Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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