Wealth Management & Financial Planning

Wealth Management & Financial Planning

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

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://yourlifeafterwork.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://yourlifeafterwork.com/are-you-prepared-for-the-tax-tsunami-1140

Schedule your complimentary Next Steps meeting today!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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