Doing a Roth Rollover? Beware the 5-Year Rule

Doing a Roth Rollover? Beware the 5-Year Rule

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The Roth IRA has been called "the Swiss Army knife" of personal finance because of its flexibility and the tax-free status of its earnings. That's the reason so many retiring workers move to roll their workplace 401(k) accounts into a Roth, and why so many financial advisors recommend converting a…

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