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Roth IRA Distribution Flowchart

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To read an in-depth article covering the two five-year rules, click here.

All information was obtained from reliable sources and is believed to be accurate. This is only to be used as general information and education; it is not to be considered tax, legal or investment advice. Before acting on anything in this document, consult with your tax, legal, or investment advisor.© 2024 Tyler Weerden. All rights reserved. This document may not be reproduced without express written consent from Tyler Weerden.

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