Roth IRA 5-Year Rules & A Little Known Fact You Should Know About

from Retirement Answers · host Jacob Duke, CFP®

In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doing Roth conversions in retirement. (Most people don't know this)👉 Book a call with me: https://www.rivertreewealth.com/get-started✅ If you want the Important Numbers 2025 PDF, send me an email!Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questionsEmail: [email protected]: https://www.rivertreewealth.comLinkedIn: https://www.linkedin.com/in/jacobdukeJacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

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This episode is 9 minutes long.

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This episode was published on March 12, 2025.

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