Roth IRA 5-Year Rules Explained (Yes, There’s More Than One)

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Roth IRAs are everyone’s favorite investment account. Tax-free growth? Can’t beat that. But, there are rules to follow to truly avoid taxes and penalties.

In this video, Jake breaks down the different 5-year rules related to Roth IRAs and designated Roth accounts (such as 401k, 403b, etc.)

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⚠️DISCLAIMERS⚠️

*This content is educational and not tax, legal, or investment advice*

Past performance is no guarantee of future results.

Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

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