RBS 157: How to Avoid Roth IRA Taxes and Penalties

from The Rob Berger Show · host Rob Berger

Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals.In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering rules of withdrawals, the aggregation rule, and even the backdoor Roth IRA.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals. In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering rules of withdrawals, the aggregation rule, and even the backdoor Roth IRA. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

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RBS 157: How to Avoid Roth IRA Taxes and Penalties

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This episode is 25 minutes long.

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This episode was published on September 25, 2024.

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