The 5-year Rule With Roth IRAs and Roth 401Ks | Ep #7

The 5-year rule with Roth IRAs and 401K's showing a road marker

Bruce talks about the “5-year rule” regarding Roth IRA and Roth 401K accounts. These rules are in place to encourage investors not to withdraw from their Roth accounts before age 59 1/2. And if these rules aren’t followed, they can result in stiff tax penalties!