What are the 5-year rules for Roth and how to use them in retirement 1415

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Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

In the world of retirement accounts, Roth IRAs are the favored child.

What’s not to love about totally tax-free growth on your retirement savings? Find out all you need to know about Roth IRAs on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. What is a Roth IRA
2. 5-year rule
3. How to use Roth IRA's in retirement
4. Roth Conversions

Resources –
• “What Is The Mega Roth And How Can I Use It”, Consider This Program episode What Is The Mega Roth And How Can I Use It – https://ylawold.wpenginepowered.com/what-is-the-mega-roth-and-how-can-i-use-it

• “Are you prepared for the Tax Tsunami?”, Consider This Program episode Are you prepared for the tax tsunami? 1140 – https://ylawold.wpenginepowered.com/are-you-prepared-for-the-tax-tsunami-1140

Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001

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