Opus Wealth Management

The Roth IRA 5-year rule isn’t as simple as it sounds! ⏰
Did you know there are actually two separate 5-year rules — one for contributions and another for conversions?

This snippet breaks down how each works so you don’t get caught off guard later. Watch this and then the whole video for more details: https://www.youtube.com/watch?v=yWo5h10JD2E

Think you know how a Roth IRA works? 💡

Before we dive into the 5-year rules, here’s a quick refresher on why this “tax-free” account isn’t always as simple as it sounds.
Watch this snippet — then check out the full video for the complete breakdown: https://www.youtube.com/watch?v=yWo5h10JD2E

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