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18:56
YouTube
James Conole, CFP®
Roth IRA Tax-Free Withdrawals: 5-Year Rule Explained
James explores the nuanced aspects of Roth IRAs, shedding light on intricacies that can confound even experienced investors. Through a listener question from Manfred, a retiree contemplating a $50,000 conversion from a 401k to a Roth account, James dissects the crucial five-year holding period and the order in which contributions, conversions ...
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Dec 5, 2023
Self-directed IRA Investment Options
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A Self-Directed IRA expands your investment options beyond traditional stocks. You can invest in real estate, private businesses, lending, or even Bitcoin. Just be sure every investment benefits your IRA only—personal use is off-limits. #SelfDirectedIRA #SmartInvesting #WealthBuilding | Robert Plank
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