53 min

Roth IRA Conversion and Contribution Rules Your Money, Your Wealth

    • Investing

Roth IRA contributions and conversions come with plenty of rules: withdrawal rules, safe harbor rules, pro-rata and aggregation rules. In this episode, we explain how they apply to both traditional retirement plans and SEP IRAs and thrift savings plans (TSP). Plus, understanding small-cap, mid-cap, large-cap, value, and growth investing asset classes. Sign up for the exclusive YMYW live webinar on June 10, send in money questions & access free financial resources in the show notes: https://bit.ly/YMYW-277

Roth IRA contributions and conversions come with plenty of rules: withdrawal rules, safe harbor rules, pro-rata and aggregation rules. In this episode, we explain how they apply to both traditional retirement plans and SEP IRAs and thrift savings plans (TSP). Plus, understanding small-cap, mid-cap, large-cap, value, and growth investing asset classes. Sign up for the exclusive YMYW live webinar on June 10, send in money questions & access free financial resources in the show notes: https://bit.ly/YMYW-277

53 min

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