[Series 6] 22, Roth IRA Rules
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the Series 6 Exam. In this episode you will learn: - The difference between after-tax contributions and tax-free qualified distributions in a Roth IRA. - The two critical requirements for a qualified distribution: being age 59 ½ and satisfying the five-year holding period. - How the five-year holding period is…
The skinny
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