Does My Roth 401k Satisfy The 5-Year Roth IRA Rule?

Retirement Answers · Jul 22, 2026 · 28m · transcript

Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over?

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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment…