💰 5 Steps to Tax-Free Roth IRA Distributions
Автор: SecurusFinancial
Загружено: 2025-11-25
Просмотров: 40
Описание:
The beauty of a Roth IRA is simple: pay the taxes now, enjoy tax-free income later. But when it’s time to withdraw your money, the rules can get tricky, and mistakes can cost you. In this video, @John with @SecurusFinancial and @erinkennedy break down the five key steps to keep your Roth distributions tax-free, including:
✅ Follow the IRS ordering rules
✅ Remember: contributions are always tax- and penalty-free
⚠️ Watch for the 10% penalty on converted funds
📆 Understand when earnings qualify for tax-free treatment
⏰ Know how the five-year clock really works
🎥 Watch the full conversation to make sure your Roth IRA works the way it’s meant to... tax-free. And if you have any questions about creating tax-free income in retirement, please reach out to John by calling 858-758-9889 or visit www.GoSecurus.com to schedule a complimentary appointment.
#RothIRA #RetirementPlanning #TaxFreeIncome #FinancialPlanning #RetirementSavings #TaxStrategy
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