GRFTFS: The Roth Rollover Trap: What the 5-Year Rule Actually Means
The Get Ready For The Future Show
Most people think their In-Plan Roth Rollover is set once the money moves over. It's not — and the 5-year rule works differently than you think.
This week on Get Ready For The Future Show, the GenWealth team answers four real viewer questions:
🔹 Why your budgeting app isn't moving the needle — and what behavior change actually does
🔹 In-Plan Roth Rollover rules: does each $25K conversion start its own 5-year clock? (You asked — we answered)
🔹 Paid off your home at 60 — should that freed-up cash go to investments or savings?
🔹 I'm 50 and want to retire at 60. What exactly should I be doing for the next 10 years?
GenWealth Financial Advisors | Arkansas's retirement planning specialists
📞 Ready to build your plan? Visit getreadyforthefuture.com
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