
Roth IRA Tax-Free Withdrawals (5-Year Rule Explained)
Roth IRAs are a great way to build tax-free retirement income—but the withdrawal rules can be tricky. In this video, I’ll break down the five-year rules, how contributions, conversions, and growth are treated, and smart strategies to avoid unnecessary taxes. Understanding these rules can help you make the most of your Roth IRA and keep more of your money tax-free. Let’s dive in! ======================= Join our NEW community for FREE →https://ari-taublieb.mykajabi.com/the... 🔗 Connect with us → https://learn.rootfinancialpartners.c... and on Root Financial's Youtube Channel → / @root_financial Get access to the retirement software I use and more → https://retirement-planning-academy.m... _ _ ⏱Timestamps:⏱ 0:00 - The 5-year rule 1:09 - Contributions 3:39 - Conversions 5:36 - Growth 6:51 - An example 8:55 - Conversions before 59.5 years 10:23 - Summary