Roth IRAs and Roth 401(k)s offer powerful tax advantages, especially for those aiming to retire early. But the IRS five-year rules attached to these accounts can trip you up if you’re not paying attention. These rules determine when your withdrawals are tax and penalty-free and understanding them is essential if you’re planning to tap into Roth funds before age 59 ½. Let’s break down what the…
Mexican and American flags attached to vehicles at a Tricolor dealership in Houston, Texas, Sept. 11, 2025.Mark Felix | Bloomberg...
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