Работайте офлайн с приложением Player FM !
RBS 157: How to Avoid Roth IRA Taxes and Penalties
Manage episode 441747260 series 3437124
Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals.
In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering rules of withdrawals, the aggregation rule, and even the backdoor Roth IRA.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
187 эпизодов
Manage episode 441747260 series 3437124
Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of your withdrawals.
In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering rules of withdrawals, the aggregation rule, and even the backdoor Roth IRA.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
187 эпизодов
Все серии
×Добро пожаловать в Player FM!
Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.