# The Roth IRA 5-Year Rule Explained (Ultimate Guide)

Page: https://stenobird.com/podcast/retirement-answers-5918904/the-roth-ira-5-year-rule-explained-ultimate-guide
Text version: https://stenobird.com/podcast/retirement-answers-5918904/the-roth-ira-5-year-rule-explained-ultimate-guide.md
Podcast: [Retirement Answers](https://stenobird.com/podcast/retirement-answers-5918904)
Published: 2026-03-03T12:30:00+00:00
Episode link: https://share.transistor.fm/s/ffbe5908
Audio file: https://media.transistor.fm/ffbe5908/2989439a.mp3
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JSON: https://stenobird.com/v1/public/podcasts/retirement-answers-5918904/episodes/the-roth-ira-5-year-rule-explained-ultimate-guide
Duration seconds: 1018

## Resource

Confused by the Roth IRA 5-year rule? Did you know there are two different 5-year rules? Well, it can get quite confusing, so this episode is meant to be your complete guide for everything around the Roth 5-year rules. 👉 Work With Us: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2026 PDF here: https://www.rivertreewealth.com/2026-important-numbers Email: jacob@rivertreewealth.com Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast. DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

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## Transcript

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