Suze School: Clearing Up The Roth 5 Year Rule
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 4 February 2024
⏱️ 25 minutes
🧾️ Download transcript
Summary
On this Suze School, Suze responds to the multitude of emails she’s received asking for a deeper diver into the five year rule for Roth IRAs.
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Transcript
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| 0:00.0 | Hi everybody k-T here and Susie you think everyone's open their CD at a liant if they're smart k-t they did I hope so because who wants to miss a 12 to 17 month CD and get 5.4% interest. Unbelievable. |
| 0:16.8 | And if they have $75,000 or more, they can get 5.45% fabulous. I hope all of you go to my alliance.com and do what |
| 0:28.2 | Katie just look for Susie. Okay Susie are you ready for today's podcast? |
| 0:33.0 | Oh, you bet I am, because I'm unstoppable. |
| 0:36.0 | I put my arm around and show you how strong I am. |
| 0:40.0 | I put my arm on, I'm on. |
| 0:42.0 | I saw you there. I'm I'm on I'll show you that I yeah |
| 0:49.0 | I'm unstoppable |
| 0:50.0 | I'm unstoppable I'm a bunch with no breaks I'm invincible |
| 0:55.0 | and I'm invincible |
| 0:56.0 | and I would every single game |
| 1:00.0 | mines of our own |
| 1:02.0 | I don't need batteries to play. I'm so confident. I'm |
| 1:08.3 | unstoppable today. February 4th, 2024. |
| 1:14.0 | Susie O'Hare and welcome everybody to the Women and Money Podcast, as well as everybody smart enough to listen. |
| 1:21.0 | You know, as I was saying that date February 4th, it dawns on me, that one month from now, |
| 1:26.2 | Katie and I will be in Abu Dhabi, and that will be the first time and a long time that I am going to take the stage and I will be speaking live. |
| 1:39.6 | So that date has finally come for me to do that. However, there is something that I need to do |
| 1:47.6 | today and that is to clear up a lot of confusion about what's known as the five-year rule when it comes to Roth retirement |
| 1:58.4 | accounts. |
| 1:59.9 | And what's known as the five-year rule only applies to a Roth retirement account, whether it is |
| 2:07.6 | a Roth IRA or a Roth 401k, a Roth 403b, or Roth TSP, even a Roth 457 plan. So you need to just know that. |
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