The Roth IRA 5-Year Rule: How to Avoid Costly Tax Surprises
Most people don’t realize the Roth IRA has hidden 5-year clocks — and breaking them can trigger surprise taxes or penalties. Here’s how to avoid them.
Tag: Roth conversions
Most people don’t realize the Roth IRA has hidden 5-year clocks — and breaking them can trigger surprise taxes or penalties. Here’s how to avoid them.