Roth IRA 5-Year Rules & A Little Known Fact You Should Know About
In this episode, I share the two Roth IRA 5-year rules that you should know about. Additionally, I provide a HUGE tip that will help you out when doing Roth conversions in retirement. (Most people don't know this)
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ If you want the Important Numbers 2025 PDF, send me an email!
Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.