Roth IRA ‘Five-Year Rule’ Can Trigger an Unexpected Tax Bill: Here’s What You Need to Know

News & Press

Monday, February 06, 2023

A $1 contribution today to a new Roth individual retirement account may not sound like much.But that seemingly small sum might save you a bundle in taxes down the road due to an under-the-radar timing requirement.

Your initial Roth IRA contribution starts the clock on something called the “five-year rule,″ said Ed Slott, a certified public accountant and IRA expert based in Rockville Centre, New York

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PORTFOLIO PERSPECTIVE Want to put bitcoin in your IRA? Why experts say you may want to rethink that

News & Press

Tuesday, August 17, 2021

The entire cryptocurrency market climbed to more than $2 trillion over the weekend for the first time since mid-May.

Bitcoin, one of the more popular digital offerings, also surged to more than $48,000, though it has already lost some of those gains.


If you’re like many investors, you may be wondering how you can get in on the action.That could include your retirement savings vehicles, such as individual retirement accounts.

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