What Is The Roth IRA 5-Year Rule?

July 2019

Established in 1997, the Roth individual retirement account has long been a favored option for retirement savings due to its promise of tax-free withdrawals in retirement.  To make the most of this type of account, it's essential to pay close attention to the rules.  Archie Ponce, Optima's Executive Vice-President, is quoted in this article. The article in it's entirety can be found here.


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