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Turning Back the Clocks and Revisiting the Roth IRA Five-Year Clocks

Monday, November 27, 2023
A few weeks ago, many of us were required to turn back our clocks one hour and say goodbye to daylight savings time. And with that change came the usual reminder to change the batteries in our smoke detectors. Based on the number of questions we continue to get about the Roth IRA five-year distribution rules, we think that adjusting the clocks should come with another reminder – on how the Roth IRA clocks work.
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The Time Machine

Wednesday, June 12, 2019
A time machine would be cool to have. Even if it only worked on financial assets, it sure would come in handy. One might jump into the future and see if an investment paid off, or you could look around to see where the smart money succeeded. And if the original investment turned out to be a loser, you could go back in time and sell it – or never even buy it in the first place.Too bad financial time machines don’t exist. Bummer.While literal time machines have yet to be invented and we can’t quantum leap,
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