Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes
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Roth IRA Q&A: Five-Year Rule, Income Limits & Conversion Mistakes
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About this listen
This week on the show, Jude answers some of the most common Roth IRA questions! First up: the Five-Year Rule. What does it really mean, how does it apply to contributions versus earnings, and why should you start the clock as soon as possible? Jude breaks it down in plain language with a reminder that waiting too long could delay your tax-free income in retirement. Next, Jude tackles two questions that often go hand in hand: what to do if you make too much to contribute to a Roth IRA, and whether you should convert your entire IRA all at once.
Here are the questions we discuss in this episode:
💭 What is the Roth five-year rule?
💭 What if I make too much to contribute to a Roth?
💭 Should I convert my IRA to a Roth all at once?
Tax Bomb Calculator: www.thetaxbomb.com
Connect:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/