Roth IRA Conversion and Contribution Rules - 277 - podcast episode cover

Roth IRA Conversion and Contribution Rules - 277

Jun 09, 202053 minEp. 277
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Episode description

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

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Roth IRA Conversion and Contribution Rules - 277 | Your Money, Your Wealth podcast - Listen or read transcript on Metacast