GRFTFS: The Roth Rollover Trap: What the 5-Year Rule Actually Means

Most people think their In-Plan Roth Rollover is set once the money moves over. It's not — and the 5-year rule works differently than you think. This week on Get Ready For The Future Show, the GenWealth team answers four real viewer questions: 🔹 Why your budgeting app isn't moving the needle — and what behavior change actually does 🔹 In-Plan Roth Rollover rules: does each $25K conversion start its own 5-year clock? (You asked — we answered) 🔹 Paid off your home at 60 — should that freed-up cash go to investments or savings? 🔹 I'm 50 and want to retire at 60. What exactly should I be doing for the next 10 years? GenWealth Financial Advisors | Arkansas's retirement planning specialists 📞 Ready to build your plan? Visit getreadyforthefuture.com